+0.8%
SAIA price history and return analytics
+57.4%
-56.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | -1.0% |
| 7D | -3.6% | +0.4% | -4.0% | -4.0% |
| 30D | +1.6% | -2.6% | +4.2% | +5.7% |
| 3M | -6.1% | -3.2% | -2.9% | -1.2% |
| 6M | -24.0% | +0.9% | -24.9% | -25.6% |
| YTD | +4.7% | +11.3% | -6.6% | -11.7% |
| 1Y | +21.1% | +14.0% | +7.1% | -1.5% |
| 3Y | -10.7% | +75.8% | -86.6% | -63.7% |
| 5Y | +0.8% | +57.8% | -57.1% | -49.0% |
| All | +0.8% | +57.4% | -56.6% | -49.0% |
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 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