+55.3%
SF price history and return analytics
+58.5%
-3.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.2% |
| 7D | +0.6% | +2.9% | -2.3% | -3.1% |
| 30D | +3.7% | -2.5% | +6.2% | +7.0% |
| 3M | -14.6% | -3.3% | -11.2% | -10.9% |
| 6M | -2.8% | +1.5% | -4.3% | -5.5% |
| YTD | -12.2% | +11.4% | -23.6% | -25.0% |
| 1Y | -11.8% | +11.9% | -23.7% | -25.0% |
| 3Y | +90.7% | +73.9% | +16.8% | -10.3% |
| 5Y | +55.3% | +57.9% | -2.6% | -13.3% |
| All | +55.3% | +58.5% | -3.2% | -13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling