-85.6%
SENS price history and return analytics
+251.8%
-337.5%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.3% |
| 7D | -0.5% | +1.0% | -1.5% | -2.1% |
| 30D | +32.9% | -0.2% | +33.1% | +33.3% |
| 3M | +30.9% | +4.5% | +26.3% | +22.4% |
| 6M | +56.5% | +14.1% | +42.5% | +27.9% |
| YTD | +69.0% | +14.8% | +54.3% | +38.5% |
| 1Y | +5.1% | +21.2% | -16.1% | -19.8% |
| 3Y | -21.3% | +76.6% | -97.9% | -65.5% |
| 5Y | -87.6% | +66.6% | -154.2% | -93.5% |
| 10Y | -88.0% | +222.3% | -310.3% | -96.3% |
| All | -85.6% | +251.8% | -337.5% | -95.6% |
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