+719.9%
SAIA price history and return analytics
+221.8%
+498.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.7% | +3.8% |
| 7D | +3.1% | +2.4% | +0.8% | -0.1% |
| 30D | +2.3% | -1.5% | +3.8% | +4.5% |
| 3M | -10.0% | -4.1% | -5.9% | -4.6% |
| 6M | -20.7% | +0.6% | -21.2% | -21.7% |
| YTD | +4.8% | +11.0% | -6.2% | -9.2% |
| 1Y | +25.9% | +13.3% | +12.5% | +6.0% |
| 3Y | -14.7% | +73.4% | -88.1% | -59.6% |
| 5Y | -0.7% | +57.4% | -58.1% | -44.6% |
| All | +719.9% | +221.8% | +498.1% | +81.1% |
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 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