-70.0%
SDGR price history and return analytics
+63.7%
-133.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -0.6% |
| 7D | -9.2% | -2.0% | -7.2% | -5.9% |
| 30D | +0.8% | -1.4% | +2.2% | +3.5% |
| 3M | +32.9% | +4.7% | +28.1% | +21.8% |
| 6M | +48.9% | +11.4% | +37.5% | +21.7% |
| YTD | +5.1% | +13.1% | -7.9% | -16.6% |
| 1Y | +3.6% | +19.0% | -15.4% | -24.6% |
| 3Y | -44.7% | +73.9% | -118.7% | -79.5% |
| 5Y | -70.0% | +65.4% | -135.4% | -86.9% |
| All | -70.0% | +63.7% | -133.7% | -86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling