-93.8%
SDA price history and return analytics
+73.1%
-166.9%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +2.7% | -2.0% | +4.7% | +3.1% |
| 30D | -24.0% | -1.4% | -22.5% | -23.7% |
| 3M | -37.9% | +4.7% | -42.6% | -38.5% |
| 6M | -68.4% | +11.4% | -79.8% | -68.9% |
| YTD | -69.9% | +13.1% | -82.9% | -70.3% |
| 1Y | -77.1% | +19.0% | -96.1% | -77.6% |
| 3Y | -95.0% | +73.9% | -168.9% | -94.9% |
| 5Y | -93.8% | +65.4% | -159.2% | -93.7% |
| All | -93.8% | +73.1% | -166.9% | -93.6% |
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