+580.1%
SDY price history and return analytics
+357.8%
+222.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | +0.4% | +2.9% | -2.4% | -1.8% |
| 30D | +8.3% | -2.5% | +10.8% | +10.3% |
| 3M | +4.2% | -3.3% | +7.5% | +6.8% |
| 6M | +11.9% | +1.5% | +10.3% | +9.7% |
| YTD | +19.6% | +11.4% | +8.3% | +8.5% |
| 1Y | +20.6% | +11.9% | +8.7% | +8.9% |
| 3Y | +54.8% | +73.9% | -19.1% | -3.7% |
| 5Y | +47.0% | +57.9% | -10.9% | -1.9% |
| 10Y | +162.4% | +222.6% | -60.2% | -2.3% |
| All | +580.1% | +357.8% | +222.3% | +96.4% |
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