+159.0%
SAR price history and return analytics
+222.7%
-63.6%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.1% |
| 7D | -4.0% | -0.1% | -3.8% | -3.9% |
| 30D | -10.7% | -0.7% | -10.1% | -10.2% |
| 3M | -19.3% | +4.0% | -23.3% | -22.4% |
| 6M | -18.8% | +12.3% | -31.1% | -27.7% |
| YTD | -16.6% | +14.0% | -30.6% | -26.9% |
| 1Y | -18.1% | +20.3% | -38.4% | -32.0% |
| 3Y | +4.1% | +75.4% | -71.3% | -41.5% |
| 5Y | +8.8% | +66.0% | -57.2% | -36.4% |
| 10Y | +159.0% | +228.2% | -69.2% | -15.9% |
| All | +159.0% | +222.7% | -63.6% | -15.9% |
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