+677.2%
SFST price history and return analytics
+368.9%
+308.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.9% |
| 7D | -0.9% | -1.1% | +0.2% | -0.4% |
| 30D | -1.5% | -1.0% | -0.5% | -1.1% |
| 3M | +2.6% | +3.2% | -0.5% | +1.0% |
| 6M | +20.5% | +12.5% | +8.0% | +13.8% |
| YTD | +22.5% | +14.1% | +8.5% | +15.0% |
| 1Y | +39.2% | +18.9% | +20.2% | +28.2% |
| 3Y | +127.3% | +74.1% | +53.2% | +78.2% |
| 5Y | +27.9% | +66.9% | -39.0% | +1.8% |
| 10Y | +123.0% | +228.3% | -105.3% | +49.4% |
| All | +677.2% | +368.9% | +308.2% | +497.9% |
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