+69.5%
SAMT price history and return analytics
+70.5%
-0.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.2% |
| 7D | -0.6% | -0.1% | -0.5% | -0.6% |
| 30D | -4.5% | -3.1% | -1.5% | -2.1% |
| 3M | -6.8% | -3.5% | -3.3% | -4.1% |
| 6M | -8.5% | +0.5% | -9.0% | -8.9% |
| YTD | +5.1% | +10.8% | -5.7% | -3.5% |
| 1Y | +7.3% | +11.9% | -4.6% | -2.2% |
| 3Y | +82.3% | +73.0% | +9.4% | +17.4% |
| All | +69.5% | +70.5% | -0.9% | +10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling