-0.5%
SFNC price history and return analytics
+64.2%
-64.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.7% |
| 7D | +0.7% | -2.0% | +2.6% | +2.6% |
| 30D | -2.4% | -1.4% | -1.0% | -1.1% |
| 3M | +6.4% | +4.7% | +1.7% | +1.5% |
| 6M | +22.7% | +11.4% | +11.4% | +9.8% |
| YTD | +25.3% | +13.1% | +12.3% | +10.4% |
| 1Y | +17.5% | +19.0% | -1.5% | -1.7% |
| 3Y | +53.3% | +73.9% | -20.6% | -11.3% |
| All | -0.5% | +64.2% | -64.7% | -39.1% |
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 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