+288.3%
SFM price history and return analytics
+224.7%
+63.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.5% | -6.0% | -6.2% |
| 7D | -5.8% | +1.0% | -6.8% | -6.3% |
| 30D | -11.4% | -0.2% | -11.1% | -11.3% |
| 3M | -12.2% | +4.5% | -16.7% | -14.3% |
| 6M | -5.2% | +14.1% | -19.2% | -12.0% |
| YTD | -4.5% | +14.8% | -19.2% | -11.8% |
| 1Y | -45.4% | +21.2% | -66.6% | -51.0% |
| 3Y | +91.1% | +76.6% | +14.5% | +40.7% |
| 5Y | +226.8% | +66.6% | +160.2% | +144.8% |
| All | +288.3% | +224.7% | +63.6% | +101.1% |
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