+174.0%
SFNC price history and return analytics
+368.9%
-195.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.6% |
| 7D | -2.1% | -1.1% | -1.0% | -1.0% |
| 30D | -2.7% | -1.0% | -1.7% | -1.8% |
| 3M | +5.5% | +3.2% | +2.4% | +1.9% |
| 6M | +23.9% | +12.5% | +11.4% | +9.0% |
| YTD | +25.6% | +14.1% | +11.6% | +8.9% |
| 1Y | +17.1% | +18.9% | -1.8% | -2.8% |
| 3Y | +53.9% | +74.1% | -20.2% | -13.4% |
| 5Y | +2.7% | +66.9% | -64.1% | -39.8% |
| 10Y | +29.4% | +228.3% | -198.9% | -60.5% |
| All | +174.0% | +368.9% | -195.0% | -35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling