-83.8%
SAIH price history and return analytics
+70.1%
-153.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -1.2% |
| 7D | -9.0% | -1.1% | -7.9% | -7.8% |
| 30D | +5.9% | -1.0% | +6.9% | +7.0% |
| 3M | +110.7% | +3.2% | +107.6% | +102.5% |
| 6M | +202.6% | +12.5% | +190.1% | +162.4% |
| YTD | +156.5% | +14.1% | +142.5% | +119.6% |
| 1Y | +200.6% | +18.9% | +181.7% | +146.8% |
| 3Y | +31.1% | +74.1% | -43.0% | -19.2% |
| 5Y | -83.7% | +66.9% | -150.5% | -90.3% |
| All | -83.8% | +70.1% | -153.9% | -90.3% |
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