+222.2%
SFY price history and return analytics
+143.5%
+78.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +0.9% |
| 7D | -1.3% | -0.7% | -0.6% | -0.5% |
| 30D | -5.2% | -1.7% | -3.4% | -3.3% |
| 3M | -3.3% | -2.3% | -1.0% | -0.9% |
| 6M | +1.1% | +1.5% | -0.5% | -0.2% |
| YTD | +12.2% | +12.0% | +0.1% | +0.2% |
| 1Y | +11.6% | +12.9% | -1.2% | -1.0% |
| 3Y | +95.0% | +74.9% | +20.0% | +13.1% |
| 5Y | +81.0% | +59.9% | +21.1% | +14.4% |
| All | +222.2% | +143.5% | +78.7% | +41.5% |
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