-99.9%
SDOT price history and return analytics
+114.6%
-214.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -0.6% | -8.0% | -8.2% |
| 7D | +5.7% | +2.9% | +2.8% | +3.7% |
| 30D | -27.4% | -2.5% | -24.9% | -26.1% |
| 3M | -44.5% | -3.3% | -41.2% | -43.3% |
| 6M | +21.6% | +1.5% | +20.1% | +18.4% |
| YTD | -73.4% | +11.4% | -84.7% | -76.1% |
| 1Y | -93.5% | +11.9% | -105.4% | -94.1% |
| 3Y | -99.5% | +73.9% | -173.4% | -99.7% |
| 5Y | -99.8% | +57.9% | -157.7% | -99.8% |
| All | -99.9% | +114.6% | -214.6% | -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