-49.0%
SG price history and return analytics
+74.2%
-123.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.9% | +4.1% | +3.4% |
| 7D | +3.8% | -1.1% | +4.9% | +6.0% |
| 30D | +22.0% | -1.0% | +23.0% | +24.4% |
| 3M | -22.3% | +3.2% | -25.5% | -27.5% |
| 6M | +26.3% | +12.5% | +13.9% | -2.2% |
| YTD | +5.0% | +14.1% | -9.0% | -20.7% |
| 1Y | -18.3% | +18.9% | -37.2% | -44.2% |
| 3Y | -49.0% | +74.1% | -123.1% | -85.7% |
| All | -49.0% | +74.2% | -123.3% | -85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling