+58.0%
SAMG price history and return analytics
+290.4%
-232.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -3.0% | -3.0% |
| 7D | -4.5% | -2.3% | -2.2% | -2.5% |
| 30D | +4.3% | -5.0% | +9.3% | +9.2% |
| 3M | +7.6% | -4.9% | +12.5% | +12.3% |
| 6M | -15.6% | -1.5% | -14.1% | -15.5% |
| YTD | -25.7% | +8.5% | -34.2% | -32.9% |
| 1Y | -16.3% | +11.4% | -27.7% | -26.4% |
| 3Y | -24.6% | +70.1% | -94.7% | -57.4% |
| 5Y | -18.1% | +53.7% | -71.9% | -49.1% |
| 10Y | +50.0% | +220.0% | -169.9% | -55.0% |
| All | +58.0% | +290.4% | -232.4% | -64.9% |
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