-1.2%
SAIL price history and return analytics
+15.2%
-16.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +2.2% |
| 7D | -11.5% | -0.3% | -11.2% | -11.2% |
| 30D | -2.8% | -1.4% | -1.4% | -1.5% |
| 3M | +13.3% | -1.4% | +14.7% | +14.9% |
| 6M | +62.3% | +5.5% | +56.8% | +53.1% |
| YTD | -2.5% | +12.8% | -15.4% | -17.4% |
| 1Y | -1.2% | +15.4% | -16.6% | -20.1% |
| All | -1.2% | +15.2% | -16.4% | -20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling