-99.9%
SDOT price history and return analytics
+116.0%
-215.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.7% | +1.1% |
| 7D | +19.1% | -0.7% | +19.8% | +19.4% |
| 30D | -21.5% | -1.7% | -19.7% | -20.6% |
| 3M | -42.5% | -2.3% | -40.2% | -41.7% |
| 6M | +24.1% | +1.5% | +22.6% | +21.0% |
| YTD | -70.9% | +12.0% | -82.9% | -74.0% |
| 1Y | -93.1% | +12.9% | -106.0% | -93.8% |
| 3Y | -99.5% | +74.9% | -174.4% | -99.7% |
| 5Y | -99.7% | +59.9% | -159.6% | -99.8% |
| All | -99.9% | +116.0% | -215.9% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling