+61.5%
SELF price history and return analytics
+229.8%
-168.3%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.0% |
| 7D | -2.1% | -1.1% | -1.0% | -1.9% |
| 30D | -0.4% | -1.0% | +0.6% | -0.2% |
| 3M | +0.6% | +3.2% | -2.5% | -0.2% |
| 6M | +3.9% | +12.5% | -8.6% | +0.8% |
| YTD | +3.1% | +14.1% | -11.0% | -0.4% |
| 1Y | +5.7% | +18.9% | -13.2% | +1.0% |
| 3Y | +20.5% | +74.1% | -53.6% | +3.9% |
| 5Y | +28.4% | +66.9% | -38.4% | +11.2% |
| All | +61.5% | +229.8% | -168.3% | +34.0% |
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 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