-29.4%
SD price history and return analytics
+219.2%
-248.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.6% | -4.6% | -5.2% |
| 7D | -8.9% | +0.4% | -9.3% | -9.8% |
| 30D | -11.6% | -2.6% | -9.0% | -9.2% |
| 3M | -9.3% | -3.2% | -6.1% | -6.5% |
| 6M | -12.5% | +0.9% | -13.5% | -15.4% |
| YTD | -12.0% | +11.3% | -23.3% | -26.7% |
| 1Y | +1.6% | +14.0% | -12.4% | -18.2% |
| 3Y | +7.7% | +75.8% | -68.1% | -53.2% |
| 5Y | +22.9% | +57.8% | -34.9% | -36.9% |
| All | -29.4% | +219.2% | -248.5% | -79.6% |
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