+132.6%
SFM price history and return analytics
+224.4%
-91.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.9% |
| 7D | -7.1% | -0.7% | -6.4% | -6.7% |
| 30D | -21.4% | -1.7% | -19.7% | -20.7% |
| 3M | -40.1% | -2.3% | -37.8% | -39.4% |
| 6M | -38.0% | +1.5% | -39.5% | -38.8% |
| YTD | -36.5% | +12.0% | -48.6% | -40.8% |
| 1Y | -35.2% | +12.9% | -48.1% | -39.8% |
| 3Y | +23.5% | +74.9% | -51.5% | -8.8% |
| 5Y | +109.7% | +59.9% | +49.8% | +60.1% |
| 10Y | +132.6% | +224.6% | -92.1% | +11.3% |
| All | +132.6% | +224.4% | -91.8% | +11.3% |
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 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