+86.0%
SAN price history and return analytics
+346.0%
-260.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.5% | -2.6% |
| 7D | +4.9% | -2.3% | +7.2% | +8.4% |
| 30D | -13.0% | -5.0% | -8.0% | -6.4% |
| 3M | -18.9% | -4.9% | -14.0% | -12.8% |
| 6M | -4.1% | -1.5% | -2.6% | -1.8% |
| YTD | +2.6% | +8.5% | -5.9% | -7.9% |
| 1Y | +16.9% | +11.4% | +5.6% | +1.1% |
| 3Y | +239.1% | +70.1% | +169.0% | +56.2% |
| 5Y | +266.8% | +53.7% | +213.1% | +97.8% |
| 10Y | +246.0% | +220.0% | +26.1% | -36.9% |
| All | +86.0% | +346.0% | -260.0% | -76.3% |
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