+78.8%
SAMT price history and return analytics
+77.5%
+1.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.3% | +0.4% | -0.8% | -0.7% |
| 30D | -2.4% | +1.0% | -3.4% | -3.2% |
| 3M | -8.5% | +2.4% | -10.9% | -10.2% |
| 6M | +7.6% | +12.0% | -4.4% | -2.0% |
| YTD | +10.8% | +15.3% | -4.5% | -1.5% |
| 1Y | +23.1% | +22.6% | +0.5% | +4.3% |
| 3Y | +88.4% | +74.7% | +13.7% | +20.2% |
| All | +78.8% | +77.5% | +1.3% | +13.0% |
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