-86.9%
SDA price history and return analytics
+11.9%
-98.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -0.3% | -10.7% | -10.5% |
| 7D | -33.4% | +2.4% | -35.8% | -35.4% |
| 30D | -33.9% | -1.5% | -32.4% | -31.6% |
| 3M | -66.6% | -4.1% | -62.5% | -64.6% |
| 6M | -71.5% | +0.6% | -72.0% | -70.3% |
| YTD | -87.6% | +11.0% | -98.6% | -87.6% |
| 1Y | -86.9% | +13.3% | -100.2% | -87.3% |
| All | -86.9% | +11.9% | -98.8% | -87.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling