+9.4%
SGA price history and return analytics
+346.0%
-336.6%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -4.2% | -2.3% | -1.9% | -2.9% |
| 30D | -5.5% | -5.0% | -0.5% | -2.7% |
| 3M | -16.3% | -4.9% | -11.4% | -13.8% |
| 6M | -26.8% | -1.5% | -25.2% | -26.2% |
| YTD | -27.1% | +8.5% | -35.6% | -30.9% |
| 1Y | -29.6% | +11.4% | -41.0% | -34.4% |
| 3Y | -46.2% | +70.1% | -116.2% | -61.4% |
| 5Y | -47.7% | +53.7% | -101.5% | -60.9% |
| 10Y | -59.7% | +220.0% | -279.7% | -80.5% |
| All | +9.4% | +346.0% | -336.6% | -56.8% |
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