-20.1%
SAIL price history and return analytics
+34.1%
-54.2%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.2% |
| 7D | -4.0% | -0.1% | -3.8% | -3.7% |
| 30D | -9.4% | -0.7% | -8.8% | -8.4% |
| 3M | +12.3% | +4.0% | +8.3% | +5.8% |
| 6M | +14.0% | +12.3% | +1.7% | -5.2% |
| YTD | -13.1% | +14.0% | -27.1% | -30.0% |
| 1Y | -14.9% | +20.3% | -35.2% | -36.9% |
| All | -20.1% | +34.1% | -54.2% | -43.5% |
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