+238.9%
SAH price history and return analytics
+221.8%
+17.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | -3.6% | +2.4% | -6.0% | -6.5% |
| 30D | -0.9% | -1.5% | +0.6% | +0.9% |
| 3M | -24.5% | -4.1% | -20.4% | -20.4% |
| 6M | -21.1% | +0.6% | -21.6% | -22.4% |
| YTD | -2.2% | +11.0% | -13.3% | -16.3% |
| 1Y | -5.5% | +13.3% | -18.9% | -21.3% |
| 3Y | +27.9% | +73.4% | -45.5% | -41.1% |
| 5Y | +29.9% | +57.4% | -27.6% | -31.2% |
| All | +238.9% | +221.8% | +17.2% | -36.0% |
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