+85.0%
SAR price history and return analytics
+224.4%
-139.4%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | -0.5% |
| 7D | -7.1% | -0.7% | -6.4% | -6.5% |
| 30D | -13.5% | -1.7% | -11.8% | -12.1% |
| 3M | -32.1% | -2.3% | -29.8% | -30.7% |
| 6M | -36.9% | +1.5% | -38.5% | -38.2% |
| YTD | -37.0% | +12.0% | -49.1% | -44.0% |
| 1Y | -32.6% | +12.9% | -45.5% | -40.5% |
| 3Y | -21.0% | +74.9% | -96.0% | -55.9% |
| 5Y | -18.8% | +59.9% | -78.7% | -50.7% |
| 10Y | +85.0% | +224.6% | -139.7% | -41.0% |
| All | +85.0% | +224.4% | -139.4% | -41.0% |
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