+232.1%
SFYF price history and return analytics
+148.6%
+83.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | +0.3% |
| 7D | -1.9% | -2.0% | +0.1% | +0.8% |
| 30D | +0.7% | -1.4% | +2.1% | +2.6% |
| 3M | +5.1% | +4.7% | +0.3% | -1.1% |
| 6M | +17.9% | +11.4% | +6.6% | +2.4% |
| YTD | +13.1% | +13.1% | +0.1% | -3.8% |
| 1Y | +21.8% | +19.0% | +2.8% | -3.1% |
| 3Y | +133.6% | +73.9% | +59.6% | +15.3% |
| 5Y | +65.6% | +65.4% | +0.2% | -10.6% |
| All | +232.1% | +148.6% | +83.5% | +16.5% |
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 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