+1,057.5%
SAIA price history and return analytics
+222.7%
+834.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.5% |
| 7D | +4.4% | -0.1% | +4.5% | +4.6% |
| 30D | -2.6% | -0.7% | -1.9% | -1.5% |
| 3M | -27.7% | +4.0% | -31.7% | -31.7% |
| 6M | -6.0% | +12.3% | -18.3% | -19.9% |
| YTD | +6.1% | +14.0% | -7.9% | -11.3% |
| 1Y | +13.2% | +20.3% | -7.1% | -12.1% |
| 3Y | -19.0% | +75.4% | -94.4% | -62.1% |
| 5Y | +45.1% | +66.0% | -20.9% | -24.2% |
| 10Y | +1,057.5% | +228.2% | +829.3% | +150.3% |
| All | +1,057.5% | +222.7% | +834.8% | +150.3% |
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