-52.9%
SACH price history and return analytics
+197.7%
-250.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.3% |
| 7D | +0.6% | -0.1% | +0.8% | +0.6% |
| 30D | -3.7% | -3.1% | -0.6% | -1.2% |
| 3M | +2.4% | -3.5% | +5.9% | +5.3% |
| 6M | -24.4% | +0.5% | -24.9% | -24.8% |
| YTD | -16.2% | +10.8% | -27.0% | -24.1% |
| 1Y | -14.9% | +11.9% | -26.8% | -23.6% |
| 3Y | -66.3% | +73.0% | -139.3% | -79.7% |
| 5Y | -74.1% | +58.6% | -132.7% | -83.2% |
| All | -52.9% | +197.7% | -250.6% | -80.0% |
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