+70.8%
SAH price history and return analytics
+66.2%
+4.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.6% |
| 7D | -2.4% | +1.0% | -3.4% | -3.5% |
| 30D | -7.8% | -0.2% | -7.6% | -7.5% |
| 3M | -7.6% | +4.5% | -12.2% | -12.6% |
| 6M | +25.5% | +14.1% | +11.4% | +7.3% |
| YTD | +24.2% | +14.8% | +9.5% | +5.5% |
| 1Y | -6.4% | +21.2% | -27.6% | -25.5% |
| 3Y | +55.8% | +76.6% | -20.8% | -19.7% |
| 5Y | +70.8% | +66.6% | +4.2% | -8.1% |
| All | +70.8% | +66.2% | +4.6% | -8.1% |
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