-99.4%
SDOT price history and return analytics
+65.7%
-165.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.2% |
| 7D | -2.4% | -0.1% | -2.3% | -2.3% |
| 30D | +3.1% | -0.7% | +3.8% | +3.5% |
| 3M | -4.4% | +4.0% | -8.4% | -8.8% |
| 6M | -68.1% | +12.3% | -80.4% | -72.7% |
| YTD | -46.7% | +14.0% | -60.7% | -55.1% |
| 1Y | -94.0% | +20.3% | -114.3% | -95.2% |
| 3Y | -99.4% | +75.4% | -174.8% | -99.7% |
| 5Y | -99.4% | +66.0% | -165.4% | -99.6% |
| All | -99.4% | +65.7% | -165.1% | -99.6% |
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