+122.3%
SA price history and return analytics
+69.7%
+52.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +2.9% |
| 7D | +9.1% | -2.3% | +11.4% | +13.1% |
| 30D | -1.2% | -5.0% | +3.8% | +7.8% |
| 3M | -9.1% | -4.9% | -4.2% | -0.6% |
| 6M | -13.1% | -1.5% | -11.6% | -8.5% |
| YTD | -10.9% | +8.5% | -19.4% | -16.9% |
| 1Y | +18.2% | +11.4% | +6.8% | +7.0% |
| 3Y | +122.3% | +70.1% | +52.3% | -3.0% |
| All | +122.3% | +69.7% | +52.6% | -3.0% |
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