-35.6%
SGRY vs VT
+20.4%
-56.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | +1.6% |
| 7D | +1.0% | -0.1% | +1.1% | +1.1% |
| 30D | -11.5% | -0.7% | -10.8% | -11.1% |
| 3M | +1.1% | +4.0% | -2.9% | -1.8% |
| 6M | +6.2% | +12.3% | -6.1% | -3.3% |
| YTD | -8.6% | +14.0% | -22.6% | -16.0% |
| 1Y | -35.6% | +20.3% | -55.9% | -42.0% |
| All | -35.6% | +20.4% | -56.1% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling