-83.7%
SAIH price history and return analytics
+63.7%
-147.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.5% | -2.4% |
| 7D | -5.5% | -2.0% | -3.5% | -3.2% |
| 30D | +4.7% | -1.4% | +6.1% | +6.4% |
| 3M | +112.5% | +4.7% | +107.8% | +100.3% |
| 6M | +187.9% | +11.4% | +176.6% | +152.1% |
| YTD | +157.0% | +13.1% | +143.9% | +121.7% |
| 1Y | +149.1% | +19.0% | +130.1% | +103.2% |
| 3Y | +32.4% | +73.9% | -41.5% | -18.6% |
| 5Y | -83.7% | +65.4% | -149.0% | -90.3% |
| All | -83.7% | +63.7% | -147.3% | -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 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