-20.5%
SAIL price history and return analytics
+21.4%
-41.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.9% |
| 7D | -7.5% | +1.0% | -8.5% | -8.5% |
| 30D | -4.7% | -0.2% | -4.4% | -4.3% |
| 3M | +0.6% | +4.5% | -4.0% | -4.6% |
| 6M | +15.6% | +14.1% | +1.5% | -3.4% |
| YTD | -12.1% | +14.8% | -26.8% | -29.0% |
| 1Y | -20.5% | +21.2% | -41.7% | -45.3% |
| All | -20.5% | +21.4% | -41.9% | -45.3% |
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 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