+6.6%
SD price history and return analytics
+224.8%
-218.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.5% |
| 7D | +1.6% | +1.0% | +0.6% | +0.3% |
| 30D | +8.2% | -0.2% | +8.4% | +8.3% |
| 3M | -2.6% | +4.5% | -7.1% | -8.9% |
| 6M | -13.0% | +14.1% | -27.1% | -28.9% |
| YTD | +5.0% | +14.8% | -9.7% | -15.1% |
| 1Y | +34.9% | +21.2% | +13.7% | +1.0% |
| 3Y | +10.4% | +76.6% | -66.1% | -51.9% |
| 5Y | +106.9% | +66.6% | +40.3% | -0.3% |
| All | +6.6% | +224.8% | -218.2% | -72.0% |
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