+62.4%
SAMG price history and return analytics
+289.5%
-227.1%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.3% | +4.2% |
| 7D | +6.1% | -4.2% | +10.3% | +10.2% |
| 30D | +5.0% | -5.8% | +10.8% | +10.9% |
| 3M | +10.7% | -5.2% | +16.0% | +16.0% |
| 6M | -14.8% | +0.1% | -14.9% | -16.1% |
| YTD | -23.6% | +8.2% | -31.9% | -30.8% |
| 1Y | -15.7% | +10.1% | -25.8% | -25.0% |
| 3Y | -27.0% | +69.7% | -96.6% | -58.6% |
| 5Y | -15.8% | +53.4% | -69.2% | -47.6% |
| 10Y | +54.2% | +219.2% | -165.0% | -53.6% |
| All | +62.4% | +289.5% | -227.1% | -63.8% |
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