-99.8%
SDOT price history and return analytics
+117.9%
-217.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.6% |
| 7D | -6.4% | -2.0% | -4.4% | -5.1% |
| 30D | +2.9% | -1.4% | +4.3% | +3.7% |
| 3M | -55.1% | +4.7% | -59.8% | -56.7% |
| 6M | -68.0% | +11.4% | -79.3% | -71.3% |
| YTD | -47.9% | +13.1% | -60.9% | -53.6% |
| 1Y | -93.4% | +19.0% | -112.5% | -94.3% |
| 3Y | -99.4% | +73.9% | -173.3% | -99.6% |
| 5Y | -99.4% | +65.4% | -164.8% | -99.6% |
| All | -99.8% | +117.9% | -217.7% | -99.9% |
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 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