+0.9%
SGRY vs VT
+74.0%
-73.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.7% |
| 7D | +16.2% | +2.4% | +13.8% | +13.5% |
| 30D | +81.7% | -1.5% | +83.2% | +84.6% |
| 3M | +77.4% | -4.1% | +81.5% | +85.6% |
| 6M | +88.3% | +0.6% | +87.8% | +86.2% |
| YTD | +74.4% | +11.0% | +63.4% | +53.8% |
| 1Y | +76.0% | +13.3% | +62.7% | +51.4% |
| 3Y | +0.9% | +73.4% | -72.5% | -68.4% |
| All | +0.9% | +74.0% | -73.1% | -68.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling