-46.8%
SACH price history and return analytics
+203.8%
-250.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.4% |
| 7D | +5.3% | -2.0% | +7.3% | +7.1% |
| 30D | +14.4% | -1.4% | +15.8% | +15.8% |
| 3M | -7.0% | +4.7% | -11.8% | -10.9% |
| 6M | -9.7% | +11.4% | -21.1% | -18.1% |
| YTD | -5.4% | +13.1% | -18.4% | -15.5% |
| 1Y | -16.4% | +19.0% | -35.4% | -28.7% |
| 3Y | -61.8% | +73.9% | -135.8% | -77.0% |
| 5Y | -66.0% | +65.4% | -131.3% | -78.7% |
| All | -46.8% | +203.8% | -250.6% | -77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling