-71.9%
SAGT price history and return analytics
+36.1%
-108.0%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -2.3% |
| 7D | +27.0% | -0.7% | +27.7% | +27.4% |
| 30D | +106.1% | -1.7% | +107.9% | +108.2% |
| 3M | +44.5% | -2.3% | +46.8% | +46.3% |
| 6M | -26.0% | +1.5% | -27.5% | -26.7% |
| YTD | -51.2% | +12.0% | -63.3% | -55.1% |
| 1Y | -49.5% | +12.9% | -62.4% | -53.8% |
| All | -71.9% | +36.1% | -108.0% | -76.3% |
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