+1,163.8%
SGU vs VT
+374.2%
+789.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.8% |
| 7D | +0.5% | +0.4% | 0.0% | +0.3% |
| 30D | -0.9% | +1.0% | -1.8% | -1.2% |
| 3M | +1.1% | +2.4% | -1.3% | +0.1% |
| 6M | +0.3% | +12.0% | -11.7% | -4.0% |
| YTD | +12.6% | +15.3% | -2.7% | +6.6% |
| 1Y | +14.4% | +22.6% | -8.1% | +5.8% |
| 3Y | +28.3% | +74.7% | -46.4% | +3.5% |
| 5Y | +59.6% | +66.1% | -6.5% | +30.2% |
| 10Y | +140.6% | +225.0% | -84.4% | +53.1% |
| All | +1,163.8% | +374.2% | +789.6% | +677.6% |
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