+48.3%
SA price history and return analytics
+374.2%
-325.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.7% | +0.4% | -2.2% | -2.0% |
| 30D | +9.2% | +1.0% | +8.2% | +8.5% |
| 3M | -6.5% | +2.4% | -8.9% | -7.3% |
| 6M | -8.8% | +12.0% | -20.8% | -14.5% |
| YTD | +7.6% | +15.3% | -7.8% | -0.8% |
| 1Y | +83.6% | +22.6% | +61.0% | +62.8% |
| 3Y | +176.8% | +74.7% | +102.1% | +94.8% |
| 5Y | +74.3% | +66.1% | +8.2% | +26.7% |
| 10Y | +172.3% | +225.0% | -52.7% | +26.5% |
| All | +48.3% | +374.2% | -325.9% | -56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling