-67.3%
SARK price history and return analytics
+72.7%
-140.0%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.6% | -0.6% |
| 7D | +4.8% | -2.0% | +6.8% | -0.9% |
| 30D | -4.1% | -1.4% | -2.6% | -7.4% |
| 3M | -14.9% | +4.7% | -19.6% | -1.3% |
| 6M | -17.9% | +11.4% | -29.2% | +15.8% |
| YTD | -15.6% | +13.1% | -28.6% | +26.2% |
| 1Y | -20.1% | +19.0% | -39.2% | +42.8% |
| All | -67.3% | +72.7% | -140.0% | +115.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling