+169.8%
SDCI price history and return analytics
+157.4%
+12.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +1.9% | +1.3% |
| 7D | +3.6% | -2.0% | +5.6% | +4.2% |
| 30D | +8.4% | -1.4% | +9.9% | +8.8% |
| 3M | +15.5% | +4.7% | +10.8% | +13.9% |
| 6M | +24.5% | +11.4% | +13.1% | +20.2% |
| YTD | +44.8% | +13.1% | +31.7% | +39.1% |
| 1Y | +45.0% | +19.0% | +25.9% | +37.0% |
| 3Y | +91.3% | +73.9% | +17.3% | +59.6% |
| 5Y | +192.2% | +65.4% | +126.9% | +146.1% |
| All | +169.8% | +157.4% | +12.4% | +97.9% |
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 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