-29.3%
SENS price history and return analytics
+72.7%
-102.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +2.3% |
| 7D | -11.2% | -2.0% | -9.2% | -8.0% |
| 30D | +11.7% | -1.4% | +13.1% | +14.4% |
| 3M | +20.4% | +4.7% | +15.7% | +11.8% |
| 6M | +49.2% | +11.4% | +37.9% | +24.7% |
| YTD | +59.2% | +13.1% | +46.2% | +31.8% |
| 1Y | +0.3% | +19.0% | -18.7% | -22.3% |
| All | -29.3% | +72.7% | -102.0% | -68.2% |
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