+179.0%
SAP price history and return analytics
+222.7%
-43.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -0.3% | -0.1% | -0.1% | -0.1% |
| 30D | +0.3% | -0.7% | +1.0% | +1.0% |
| 3M | +16.9% | +4.0% | +12.9% | +11.6% |
| 6M | +6.3% | +12.3% | -6.0% | -6.6% |
| YTD | -12.4% | +14.0% | -26.4% | -24.4% |
| 1Y | -21.6% | +20.3% | -41.9% | -36.1% |
| 3Y | +54.8% | +75.4% | -20.7% | -15.4% |
| 5Y | +56.2% | +66.0% | -9.8% | -9.2% |
| 10Y | +179.0% | +228.2% | -49.1% | -18.6% |
| All | +179.0% | +222.7% | -43.6% | -18.6% |
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