-91.3%
SFHG price history and return analytics
+35.9%
-127.2%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.5% | +2.9% |
| 7D | +11.6% | -2.0% | +13.6% | +12.2% |
| 30D | -1.7% | -1.4% | -0.3% | -1.4% |
| 3M | -10.5% | +4.7% | -15.2% | -11.9% |
| 6M | -9.8% | +11.4% | -21.1% | -13.4% |
| YTD | -37.1% | +13.1% | -50.2% | -40.0% |
| 1Y | -38.9% | +19.0% | -57.9% | -42.7% |
| All | -91.3% | +35.9% | -127.2% | -88.4% |
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