+236.6%
SAP price history and return analytics
+221.8%
+14.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.7% |
| 7D | +0.6% | +2.4% | -1.7% | -1.8% |
| 30D | +6.5% | -1.5% | +8.0% | +7.8% |
| 3M | +12.2% | -4.1% | +16.4% | +16.7% |
| 6M | +46.1% | +0.6% | +45.5% | +43.5% |
| YTD | -1.6% | +11.0% | -12.7% | -13.2% |
| 1Y | -5.1% | +13.3% | -18.5% | -18.1% |
| 3Y | +68.4% | +73.4% | -5.0% | -7.3% |
| 5Y | +79.4% | +57.4% | +22.0% | +9.5% |
| All | +236.6% | +221.8% | +14.8% | -0.2% |
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