+242.9%
SAH price history and return analytics
+222.7%
+20.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.0% |
| 7D | -4.2% | +2.9% | -7.1% | -7.7% |
| 30D | -1.4% | -2.5% | +1.1% | +1.8% |
| 3M | -25.3% | -3.3% | -22.0% | -22.1% |
| 6M | -22.6% | +1.5% | -24.2% | -25.0% |
| YTD | -1.1% | +11.4% | -12.5% | -15.7% |
| 1Y | -3.6% | +11.9% | -15.6% | -18.4% |
| 3Y | +30.5% | +73.9% | -43.3% | -40.1% |
| 5Y | +31.4% | +57.9% | -26.5% | -30.6% |
| All | +242.9% | +222.7% | +20.2% | -35.5% |
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