+427.8%
SANM price history and return analytics
+65.7%
+362.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.2% |
| 7D | +9.8% | -0.1% | +10.0% | +10.1% |
| 30D | +3.5% | -0.7% | +4.2% | +4.7% |
| 3M | -14.9% | +4.0% | -18.9% | -18.5% |
| 6M | +64.6% | +12.3% | +52.3% | +44.2% |
| YTD | +37.4% | +14.0% | +23.3% | +18.5% |
| 1Y | +75.1% | +20.3% | +54.8% | +42.5% |
| 3Y | +289.8% | +75.4% | +214.4% | +109.8% |
| 5Y | +427.8% | +66.0% | +361.8% | +201.4% |
| All | +427.8% | +65.7% | +362.1% | +201.4% |
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