+18.9%
SA price history and return analytics
+345.0%
-326.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.8% | +3.8% |
| 7D | -1.0% | -4.2% | +3.2% | +2.2% |
| 30D | -7.0% | -5.8% | -1.2% | -2.6% |
| 3M | -12.4% | -5.2% | -7.2% | -8.5% |
| 6M | -9.0% | +0.1% | -9.1% | -7.6% |
| YTD | -13.7% | +8.2% | -22.0% | -16.3% |
| 1Y | +14.2% | +10.1% | +4.1% | +9.6% |
| 3Y | +118.0% | +69.7% | +48.4% | +57.6% |
| 5Y | +36.7% | +53.4% | -16.7% | +5.6% |
| 10Y | +124.9% | +219.2% | -94.3% | +6.4% |
| All | +18.9% | +345.0% | -326.1% | -63.6% |
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