+6.1%
SFD price history and return analytics
+32.7%
-26.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -1.6% | +2.9% | -4.4% | -2.5% |
| 30D | +5.9% | -2.5% | +8.4% | +6.7% |
| 3M | -14.0% | -3.3% | -10.6% | -13.1% |
| 6M | -22.4% | +1.5% | -23.9% | -23.1% |
| YTD | -10.3% | +11.4% | -21.7% | -15.4% |
| 1Y | -7.3% | +11.9% | -19.2% | -12.9% |
| All | +6.1% | +32.7% | -26.6% | -13.1% |
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