-51.6%
SATL price history and return analytics
+84.5%
-136.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +0.6% |
| 7D | +3.2% | -1.1% | +4.3% | +4.9% |
| 30D | -19.9% | -1.0% | -18.9% | -18.6% |
| 3M | -36.3% | +3.2% | -39.5% | -38.4% |
| 6M | +54.0% | +12.5% | +41.5% | +33.7% |
| YTD | +156.1% | +14.1% | +142.1% | +121.1% |
| 1Y | +28.1% | +18.9% | +9.2% | +6.9% |
| 3Y | +239.7% | +74.1% | +165.6% | +109.6% |
| 5Y | -51.6% | +66.9% | -118.4% | -70.3% |
| All | -51.6% | +84.5% | -136.1% | -70.9% |
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