+86.8%
SDCI price history and return analytics
+74.2%
+12.7%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +2.8% | -0.1% | +3.0% | +2.9% |
| 30D | +7.5% | -0.7% | +8.2% | +7.6% |
| 3M | +14.9% | +4.0% | +10.9% | +14.1% |
| 6M | +24.0% | +12.3% | +11.7% | +21.1% |
| YTD | +43.3% | +14.0% | +29.2% | +39.4% |
| 1Y | +44.5% | +20.3% | +24.2% | +38.5% |
| All | +86.8% | +74.2% | +12.7% | +66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling