+441.8%
SF price history and return analytics
+221.4%
+220.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | +2.4% | +1.0% | +1.4% | +1.0% |
| 30D | -2.4% | -0.2% | -2.2% | -2.0% |
| 3M | +15.3% | +4.5% | +10.8% | +7.7% |
| 6M | +11.4% | +14.1% | -2.6% | -9.1% |
| YTD | -1.9% | +14.8% | -16.7% | -20.7% |
| 1Y | +9.2% | +21.2% | -12.0% | -18.6% |
| 3Y | +99.8% | +76.6% | +23.2% | -14.0% |
| 5Y | +98.1% | +66.6% | +31.5% | -5.1% |
| 10Y | +441.8% | +222.3% | +219.6% | +2.6% |
| All | +441.8% | +221.4% | +220.4% | +2.6% |
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