-84.1%
SAGT price history and return analytics
+37.3%
-121.4%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.1% |
| 7D | -7.3% | -2.0% | -5.3% | -6.0% |
| 30D | -18.2% | -1.4% | -16.7% | -17.5% |
| 3M | -48.9% | +4.7% | -53.7% | -50.1% |
| 6M | -68.7% | +11.4% | -80.1% | -70.8% |
| YTD | -72.4% | +13.1% | -85.4% | -74.7% |
| 1Y | -70.5% | +19.0% | -89.5% | -74.4% |
| All | -84.1% | +37.3% | -121.4% | -86.6% |
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 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