+205.5%
SECT price history and return analytics
+170.0%
+35.5%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.2% | -1.6% | -0.6% | -0.5% |
| 30D | -2.7% | -2.5% | -0.3% | -0.2% |
| 3M | -0.8% | -1.3% | +0.5% | +0.6% |
| 6M | +5.3% | +3.1% | +2.2% | +2.1% |
| YTD | +9.8% | +10.9% | -1.2% | -1.3% |
| 1Y | +10.0% | +12.1% | -2.1% | -2.1% |
| 3Y | +67.9% | +73.9% | -6.0% | -3.4% |
| 5Y | +64.8% | +58.0% | +6.8% | +4.3% |
| All | +205.5% | +170.0% | +35.5% | +13.0% |
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