+21.7%
SELF price history and return analytics
+74.2%
-52.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -2.1% | -0.1% | -1.9% | -2.1% |
| 30D | -1.0% | -0.7% | -0.3% | -0.9% |
| 3M | +2.8% | +4.0% | -1.2% | +2.2% |
| 6M | +2.9% | +12.3% | -9.4% | +0.9% |
| YTD | +4.1% | +14.0% | -9.9% | +1.8% |
| 1Y | +6.3% | +20.3% | -14.0% | +3.0% |
| All | +21.7% | +74.2% | -52.5% | +9.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling