-7.1%
SDIV price history and return analytics
+221.8%
-228.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -0.7% | +2.4% | -3.0% | -2.7% |
| 30D | -6.9% | -1.5% | -5.4% | -5.9% |
| 3M | -9.3% | -4.1% | -5.2% | -6.1% |
| 6M | -10.3% | +0.6% | -10.8% | -11.2% |
| YTD | -2.1% | +11.0% | -13.2% | -11.6% |
| 1Y | -1.6% | +13.3% | -15.0% | -12.8% |
| 3Y | +42.3% | +73.4% | -31.1% | -15.0% |
| 5Y | -4.3% | +57.4% | -61.7% | -37.8% |
| All | -7.1% | +221.8% | -228.9% | -69.5% |
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