-99.1%
SDOW price history and return analytics
+226.9%
-326.0%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | -0.4% |
| 7D | +9.7% | -2.0% | +11.7% | +3.7% |
| 30D | +10.3% | -1.4% | +11.7% | +6.3% |
| 3M | -11.3% | +4.7% | -16.0% | +2.4% |
| 6M | -23.3% | +11.4% | -34.7% | +8.4% |
| YTD | -21.8% | +13.1% | -34.8% | +17.1% |
| 1Y | -32.8% | +19.0% | -51.8% | +18.5% |
| 3Y | -69.7% | +73.9% | -143.7% | +95.1% |
| 5Y | -76.8% | +65.4% | -142.2% | +71.0% |
| All | -99.1% | +226.9% | -326.0% | +20.7% |
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 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