-83.0%
SAGT price history and return analytics
+38.5%
-121.5%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.8% |
| 7D | -3.2% | -0.1% | -3.0% | -3.1% |
| 30D | -15.4% | -0.7% | -14.8% | -15.2% |
| 3M | -39.9% | +4.0% | -43.9% | -41.3% |
| 6M | -66.8% | +12.3% | -79.1% | -69.1% |
| YTD | -70.4% | +14.0% | -84.4% | -73.0% |
| 1Y | -71.7% | +20.3% | -92.0% | -75.6% |
| All | -83.0% | +38.5% | -121.5% | -85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling