+161.0%
SA price history and return analytics
+223.7%
-62.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +2.6% | +3.3% | +3.5% |
| 7D | +16.3% | +0.4% | +16.0% | +15.9% |
| 30D | -0.5% | -2.6% | +2.1% | +2.1% |
| 3M | -10.3% | -3.2% | -7.0% | -7.1% |
| 6M | -10.5% | +0.9% | -11.5% | -9.7% |
| YTD | -5.6% | +11.3% | -16.9% | -11.2% |
| 1Y | +22.6% | +14.0% | +8.6% | +13.5% |
| 3Y | +153.2% | +75.8% | +77.4% | +71.0% |
| 5Y | +44.0% | +57.8% | -13.8% | +3.2% |
| 10Y | +161.0% | +219.8% | -58.8% | -4.5% |
| All | +161.0% | +223.7% | -62.7% | -4.5% |
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