+224.0%
SAP price history and return analytics
+217.6%
+6.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.1% | -1.1% |
| 7D | +1.5% | -0.1% | +1.6% | +1.4% |
| 30D | +8.8% | -3.1% | +11.9% | +11.9% |
| 3M | +12.1% | -3.5% | +15.6% | +15.7% |
| 6M | +34.6% | +0.5% | +34.1% | +32.3% |
| YTD | -2.1% | +10.8% | -12.9% | -13.4% |
| 1Y | -5.5% | +11.9% | -17.4% | -17.3% |
| 3Y | +67.4% | +73.0% | -5.5% | -7.6% |
| 5Y | +74.6% | +58.6% | +16.0% | +5.7% |
| 10Y | +224.0% | +219.2% | +4.8% | -4.5% |
| All | +224.0% | +217.6% | +6.4% | -4.5% |
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