+678.0%
SF price history and return analytics
+360.7%
+317.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -1.6% |
| 7D | +0.1% | -0.7% | +0.8% | +0.8% |
| 30D | +4.3% | -1.7% | +6.0% | +6.4% |
| 3M | -13.1% | -2.3% | -10.8% | -10.7% |
| 6M | -1.2% | +1.5% | -2.7% | -3.7% |
| YTD | -11.3% | +12.0% | -23.4% | -23.7% |
| 1Y | -9.0% | +12.9% | -21.9% | -22.3% |
| 3Y | +92.7% | +74.9% | +17.8% | -3.2% |
| 5Y | +56.9% | +59.9% | -3.0% | -10.2% |
| 10Y | +313.0% | +224.6% | +88.4% | +11.8% |
| All | +678.0% | +360.7% | +317.4% | +58.5% |
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