+116.6%
SDG price history and return analytics
+226.9%
-110.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.7% | -0.8% |
| 7D | -3.3% | -2.0% | -1.3% | -1.7% |
| 30D | -2.2% | -1.4% | -0.8% | -1.1% |
| 3M | +1.9% | +4.7% | -2.9% | -1.8% |
| 6M | +6.5% | +11.4% | -4.9% | -2.2% |
| YTD | +7.0% | +13.1% | -6.1% | -2.9% |
| 1Y | +10.4% | +19.0% | -8.6% | -3.8% |
| 3Y | +23.0% | +73.9% | -51.0% | -21.0% |
| 5Y | -0.3% | +65.4% | -65.7% | -33.9% |
| All | +116.6% | +226.9% | -110.3% | -15.6% |
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