+315.4%
SELF price history and return analytics
+371.8%
-56.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.2% |
| 7D | -1.9% | +1.0% | -2.9% | -2.1% |
| 30D | 0.0% | -0.2% | +0.2% | 0.0% |
| 3M | +4.3% | +4.5% | -0.3% | +3.0% |
| 6M | +3.1% | +14.1% | -10.9% | -0.4% |
| YTD | +3.9% | +14.8% | -10.8% | +0.2% |
| 1Y | +5.9% | +21.2% | -15.3% | +0.7% |
| 3Y | +21.2% | +76.6% | -55.4% | +4.3% |
| 5Y | +27.5% | +66.6% | -39.1% | +10.8% |
| 10Y | +61.6% | +222.3% | -160.7% | +18.1% |
| All | +315.4% | +371.8% | -56.4% | +175.8% |
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