-17.3%
SAR price history and return analytics
+57.4%
-74.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.0% |
| 7D | -2.7% | +0.4% | -3.1% | -2.9% |
| 30D | -11.8% | -2.6% | -9.2% | -10.4% |
| 3M | -31.8% | -3.2% | -28.6% | -30.5% |
| 6M | -36.2% | +0.9% | -37.1% | -36.7% |
| YTD | -35.4% | +11.3% | -46.7% | -39.6% |
| 1Y | -29.7% | +14.0% | -43.7% | -35.3% |
| 3Y | -17.4% | +75.8% | -93.2% | -42.0% |
| 5Y | -17.3% | +57.8% | -75.1% | -41.2% |
| All | -17.3% | +57.4% | -74.7% | -41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling