+2.2%
SGC price history and return analytics
+221.8%
-219.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +5.1% | +2.4% | +2.8% | +1.9% |
| 30D | +7.9% | -1.5% | +9.4% | +9.6% |
| 3M | +8.6% | -4.1% | +12.7% | +13.9% |
| 6M | +23.0% | +0.6% | +22.4% | +21.0% |
| YTD | +51.3% | +11.0% | +40.3% | +31.1% |
| 1Y | +57.0% | +13.3% | +43.7% | +32.6% |
| 3Y | +58.3% | +73.4% | -15.1% | -22.0% |
| 5Y | -30.2% | +57.4% | -87.7% | -61.1% |
| All | +2.2% | +221.8% | -219.6% | -77.9% |
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 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