-53.4%
SARK price history and return analytics
+61.3%
-114.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | +1.6% |
| 7D | +3.1% | -1.1% | +4.2% | +0.3% |
| 30D | -4.0% | -1.0% | -3.0% | -6.0% |
| 3M | -12.2% | +3.2% | -15.3% | -3.5% |
| 6M | -18.3% | +12.5% | -30.8% | +14.4% |
| YTD | -16.1% | +14.1% | -30.2% | +23.1% |
| 1Y | -17.8% | +18.9% | -36.7% | +36.9% |
| 3Y | -67.5% | +74.1% | -141.6% | +75.7% |
| All | -53.4% | +61.3% | -114.7% | +178.5% |
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