-14.5%
SAIL price history and return analytics
+35.7%
-50.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -5.1% | +0.4% | -5.5% | -5.6% |
| 30D | +5.5% | +1.0% | +4.5% | +4.2% |
| 3M | +1.1% | +2.4% | -1.3% | -2.4% |
| 6M | +35.2% | +12.0% | +23.2% | +12.9% |
| YTD | -7.0% | +15.3% | -22.3% | -26.3% |
| 1Y | -10.6% | +22.6% | -33.2% | -35.7% |
| All | -14.5% | +35.7% | -50.1% | -40.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling