+69.6%
SAMT price history and return analytics
+71.4%
-1.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +1.7% | +2.9% | -1.2% | -0.7% |
| 30D | -4.1% | -2.5% | -1.6% | -2.1% |
| 3M | -7.8% | -3.3% | -4.5% | -5.2% |
| 6M | -9.9% | +1.5% | -11.4% | -11.1% |
| YTD | +5.1% | +11.4% | -6.2% | -3.8% |
| 1Y | +7.5% | +11.9% | -4.4% | -2.0% |
| 3Y | +82.4% | +73.9% | +8.5% | +16.9% |
| All | +69.6% | +71.4% | -1.7% | +10.2% |
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