-99.4%
SDOT price history and return analytics
+76.6%
-176.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.6% |
| 7D | -2.7% | +1.0% | -3.7% | -3.3% |
| 30D | +7.0% | -0.2% | +7.3% | +7.1% |
| 3M | -37.0% | +4.5% | -41.5% | -39.5% |
| 6M | -67.0% | +14.1% | -81.0% | -72.9% |
| YTD | -46.5% | +14.8% | -61.3% | -56.3% |
| 1Y | -92.9% | +21.2% | -114.1% | -94.5% |
| 3Y | -99.4% | +76.6% | -175.9% | -99.7% |
| All | -99.4% | +76.6% | -176.0% | -99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling