-53.9%
SARK price history and return analytics
+61.2%
-115.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.5% | +0.2% |
| 7D | -1.7% | -0.1% | -1.6% | -1.9% |
| 30D | -6.0% | -0.7% | -5.3% | -7.2% |
| 3M | -14.2% | +4.0% | -18.2% | -3.6% |
| 6M | -17.6% | +12.3% | -29.9% | +14.9% |
| YTD | -17.0% | +14.0% | -31.1% | +21.7% |
| 1Y | -20.5% | +20.3% | -40.8% | +36.5% |
| 3Y | -68.5% | +75.4% | -143.9% | +73.3% |
| All | -53.9% | +61.2% | -115.1% | +175.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling