-95.0%
SDA price history and return analytics
+66.2%
-161.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | -0.5% | -14.1% | -14.4% |
| 7D | -25.3% | +1.0% | -26.3% | -25.5% |
| 30D | -42.0% | -0.2% | -41.8% | -41.9% |
| 3M | -56.8% | +4.5% | -61.3% | -57.1% |
| 6M | -78.6% | +14.1% | -92.6% | -79.0% |
| YTD | -75.6% | +14.8% | -90.4% | -76.1% |
| 1Y | -81.7% | +21.2% | -102.9% | -82.2% |
| 3Y | -95.9% | +76.6% | -172.5% | -95.9% |
| 5Y | -95.0% | +66.6% | -161.6% | -94.9% |
| All | -95.0% | +66.2% | -161.2% | -94.9% |
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