+23.2%
SA price history and return analytics
+59.8%
-36.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -4.1% |
| 7D | +0.1% | -0.7% | +0.8% | +0.8% |
| 30D | -8.1% | -1.7% | -6.4% | -5.8% |
| 3M | -20.8% | -2.3% | -18.5% | -18.0% |
| 6M | -23.9% | +1.5% | -25.4% | -23.7% |
| YTD | -14.3% | +12.0% | -26.3% | -22.2% |
| 1Y | +5.8% | +12.9% | -7.1% | -4.6% |
| 3Y | +133.3% | +74.9% | +58.4% | +35.1% |
| 5Y | +23.2% | +59.9% | -36.7% | -30.3% |
| All | +23.2% | +59.8% | -36.5% | -30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling