-96.3%
SDA price history and return analytics
+69.6%
-165.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.1% | -16.4% |
| 7D | +81.7% | -0.1% | +81.8% | +82.8% |
| 30D | -19.7% | -3.1% | -16.6% | -18.7% |
| 3M | -54.1% | -3.5% | -50.6% | -53.5% |
| 6M | -65.4% | +0.5% | -65.8% | -65.1% |
| YTD | -81.8% | +10.8% | -92.6% | -81.9% |
| 1Y | -80.9% | +11.9% | -92.8% | -81.0% |
| 3Y | -93.9% | +73.0% | -166.9% | -93.7% |
| 5Y | -96.3% | +58.6% | -154.9% | -96.2% |
| All | -96.3% | +69.6% | -165.9% | -96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling