+475.8%
SAM price history and return analytics
+363.9%
+112.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.7% | +4.3% | +4.8% |
| 7D | +15.2% | -0.3% | +15.5% | +15.4% |
| 30D | +36.2% | -1.4% | +37.6% | +37.3% |
| 3M | +24.0% | -1.4% | +25.4% | +25.0% |
| 6M | +10.2% | +5.5% | +4.7% | +5.4% |
| YTD | +17.0% | +12.8% | +4.2% | +6.2% |
| 1Y | +11.5% | +15.4% | -4.0% | -0.4% |
| 3Y | -32.5% | +76.9% | -109.3% | -55.7% |
| 5Y | -54.8% | +60.4% | -115.2% | -68.1% |
| 10Y | +45.6% | +232.8% | -187.2% | -36.1% |
| All | +475.8% | +363.9% | +112.0% | +100.3% |
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 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