+336.9%
SAN price history and return analytics
+222.7%
+114.3%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | -0.5% | -0.1% | -0.3% | -0.3% |
| 30D | -0.1% | -0.7% | +0.6% | +0.9% |
| 3M | +19.6% | +4.0% | +15.6% | +13.8% |
| 6M | +32.7% | +12.3% | +20.4% | +14.6% |
| YTD | +26.7% | +14.0% | +12.7% | +7.7% |
| 1Y | +51.6% | +20.3% | +31.3% | +20.2% |
| 3Y | +348.7% | +75.4% | +273.3% | +115.5% |
| 5Y | +378.7% | +66.0% | +312.8% | +151.4% |
| 10Y | +336.9% | +228.2% | +108.7% | -18.1% |
| All | +336.9% | +222.7% | +114.3% | -18.1% |
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