-71.4%
SAGT price history and return analytics
+35.3%
-106.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.4% |
| 7D | +27.5% | +2.9% | +24.6% | +25.1% |
| 30D | +140.1% | -2.5% | +142.6% | +143.8% |
| 3M | +48.2% | -3.3% | +51.5% | +51.1% |
| 6M | -14.2% | +1.5% | -15.7% | -15.0% |
| YTD | -50.2% | +11.4% | -61.6% | -54.0% |
| 1Y | -47.7% | +11.9% | -59.6% | -51.9% |
| All | -71.4% | +35.3% | -106.6% | -75.7% |
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 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