+170.0%
SA price history and return analytics
+222.7%
-52.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.6% |
| 7D | -3.8% | +2.9% | -6.6% | -6.2% |
| 30D | -8.1% | -2.5% | -5.6% | -5.7% |
| 3M | -24.4% | -3.3% | -21.1% | -21.7% |
| 6M | -25.2% | +1.5% | -26.7% | -24.9% |
| YTD | -17.0% | +11.4% | -28.3% | -21.9% |
| 1Y | -1.6% | +11.9% | -13.5% | -7.6% |
| 3Y | +126.0% | +73.9% | +52.2% | +54.1% |
| 5Y | +19.0% | +57.9% | -38.8% | -14.7% |
| All | +170.0% | +222.7% | -52.7% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling