-89.7%
SDP price history and return analytics
+221.4%
-311.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.8% |
| 7D | -4.3% | +1.0% | -5.3% | -3.2% |
| 30D | +0.9% | -0.2% | +1.1% | +0.6% |
| 3M | -0.1% | +4.5% | -4.7% | +5.1% |
| 6M | +13.9% | +14.1% | -0.2% | +33.0% |
| YTD | -4.7% | +14.8% | -19.5% | +12.2% |
| 1Y | -11.7% | +21.2% | -32.9% | +11.6% |
| 3Y | -50.4% | +76.6% | -127.0% | +4.6% |
| 5Y | -52.0% | +66.6% | -118.6% | +2.0% |
| 10Y | -89.7% | +222.3% | -312.0% | -26.8% |
| All | -89.7% | +221.4% | -311.1% | -26.8% |
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