+89.5%
SFST price history and return analytics
+221.8%
-132.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.2% |
| 7D | +2.3% | +2.4% | -0.1% | -0.2% |
| 30D | +2.4% | -1.5% | +3.9% | +3.9% |
| 3M | -6.1% | -4.1% | -2.0% | -2.1% |
| 6M | +8.8% | +0.6% | +8.2% | +7.3% |
| YTD | +17.7% | +11.0% | +6.6% | +3.8% |
| 1Y | +25.1% | +13.3% | +11.7% | +7.8% |
| 3Y | +119.6% | +73.4% | +46.2% | +18.9% |
| 5Y | -4.8% | +57.4% | -62.3% | -42.8% |
| All | +89.5% | +221.8% | -132.3% | -49.0% |
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