+139.6%
SA price history and return analytics
+74.4%
+65.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.5% | -6.3% | -6.0% |
| 7D | +11.0% | -0.1% | +11.1% | +11.0% |
| 30D | -7.3% | -3.1% | -4.2% | -2.1% |
| 3M | -16.7% | -3.5% | -13.2% | -11.0% |
| 6M | -16.6% | +0.5% | -17.0% | -15.0% |
| YTD | -12.0% | +10.8% | -22.8% | -20.7% |
| 1Y | +7.4% | +11.9% | -4.5% | -4.2% |
| 3Y | +139.6% | +73.0% | +66.6% | -2.7% |
| All | +139.6% | +74.4% | +65.1% | -2.7% |
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