+329.2%
SF price history and return analytics
+217.6%
+111.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.6% |
| 7D | +6.5% | -0.1% | +6.7% | +6.6% |
| 30D | +4.0% | -3.1% | +7.0% | +8.5% |
| 3M | -12.3% | -3.5% | -8.8% | -7.9% |
| 6M | -3.5% | +0.5% | -4.0% | -5.1% |
| YTD | -11.2% | +10.8% | -22.0% | -24.7% |
| 1Y | -8.4% | +11.9% | -20.3% | -23.4% |
| 3Y | +93.0% | +73.0% | +20.0% | -15.0% |
| 5Y | +60.6% | +58.6% | +2.0% | -17.7% |
| 10Y | +329.2% | +219.2% | +110.0% | -15.6% |
| All | +329.2% | +217.6% | +111.6% | -15.6% |
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 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