+37.9%
SAM price history and return analytics
+215.5%
-177.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.2% | -2.1% |
| 7D | +9.6% | -2.3% | +11.9% | +11.6% |
| 30D | +31.2% | -5.0% | +36.2% | +36.2% |
| 3M | +20.5% | -4.9% | +25.4% | +25.0% |
| 6M | +6.9% | -1.5% | +8.5% | +7.0% |
| YTD | +13.1% | +8.5% | +4.6% | +3.8% |
| 1Y | +10.6% | +11.4% | -0.7% | -0.8% |
| 3Y | -35.0% | +70.1% | -105.0% | -60.1% |
| 5Y | -56.1% | +53.7% | -109.8% | -70.8% |
| All | +37.9% | +215.5% | -177.7% | -45.7% |
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