-49.3%
SATL price history and return analytics
+65.7%
-115.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -5.8% |
| 7D | +5.5% | -0.1% | +5.6% | +5.6% |
| 30D | -6.4% | -0.7% | -5.7% | -5.3% |
| 3M | -22.3% | +4.0% | -26.3% | -25.6% |
| 6M | +57.4% | +12.3% | +45.1% | +36.0% |
| YTD | +166.8% | +14.0% | +152.8% | +128.8% |
| 1Y | +34.1% | +20.3% | +13.8% | +9.4% |
| 3Y | +239.5% | +75.4% | +164.0% | +103.3% |
| 5Y | -49.3% | +66.0% | -115.3% | -69.5% |
| All | -49.3% | +65.7% | -115.0% | -69.5% |
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 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