-33.6%
SDGR price history and return analytics
+120.1%
-153.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | 0.0% |
| 7D | -5.3% | -1.1% | -4.2% | -3.9% |
| 30D | +2.1% | -1.0% | +3.1% | +3.4% |
| 3M | +30.3% | +3.2% | +27.1% | +25.0% |
| 6M | +49.4% | +12.5% | +36.9% | +28.5% |
| YTD | +6.4% | +14.1% | -7.7% | -10.1% |
| 1Y | +1.3% | +18.9% | -17.6% | -18.2% |
| 3Y | -44.0% | +74.1% | -118.1% | -70.4% |
| 5Y | -69.7% | +66.9% | -136.6% | -82.9% |
| All | -33.6% | +120.1% | -153.7% | -59.8% |
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