+1,227.4%
SGU vs VT
+346.0%
+881.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | +1.9% | -2.3% | +4.2% | +2.7% |
| 30D | +2.9% | -5.0% | +7.9% | +4.8% |
| 3M | +4.9% | -4.9% | +9.7% | +6.7% |
| 6M | +3.3% | -1.5% | +4.9% | +3.7% |
| YTD | +18.3% | +8.5% | +9.8% | +14.4% |
| 1Y | +21.8% | +11.4% | +10.4% | +16.6% |
| 3Y | +35.6% | +70.1% | -34.5% | +10.4% |
| 5Y | +58.7% | +53.7% | +5.0% | +33.0% |
| 10Y | +141.3% | +220.0% | -78.7% | +54.7% |
| All | +1,227.4% | +346.0% | +881.4% | +734.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling