+57.2%
SECT price history and return analytics
+53.2%
+4.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -4.1% | -1.0% | -0.7% |
| 7D | -6.5% | -4.2% | -2.4% | -2.2% |
| 30D | -7.7% | -5.8% | -1.9% | -1.7% |
| 3M | -6.8% | -5.2% | -1.6% | -1.3% |
| 6M | +0.5% | +0.1% | +0.4% | +0.5% |
| YTD | +5.4% | +8.2% | -2.8% | -3.1% |
| 1Y | +6.7% | +10.1% | -3.5% | -3.7% |
| 3Y | +61.2% | +69.7% | -8.4% | -6.2% |
| 5Y | +57.2% | +53.4% | +3.8% | +2.0% |
| All | +57.2% | +53.2% | +4.0% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling