+32.1%
SAM price history and return analytics
+223.7%
-191.6%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.3% | -3.8% |
| 7D | -2.1% | +0.4% | -2.4% | -2.4% |
| 30D | +27.2% | -2.6% | +29.8% | +29.4% |
| 3M | +16.2% | -3.2% | +19.4% | +18.8% |
| 6M | +9.9% | +0.9% | +8.9% | +7.8% |
| YTD | +11.1% | +11.3% | -0.2% | -0.1% |
| 1Y | +8.4% | +14.0% | -5.6% | -4.6% |
| 3Y | -35.5% | +75.8% | -111.4% | -61.6% |
| 5Y | -55.3% | +57.8% | -113.1% | -70.8% |
| 10Y | +32.1% | +219.8% | -187.7% | -48.7% |
| All | +32.1% | +223.7% | -191.6% | -48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling