-0.2%
SGC price history and return analytics
+222.7%
-222.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.9% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | -2.8% | -0.7% | -2.2% | -2.1% |
| 3M | -4.0% | +4.0% | -8.0% | -9.0% |
| 6M | +20.9% | +12.3% | +8.6% | +3.9% |
| YTD | +32.7% | +14.0% | +18.7% | +11.7% |
| 1Y | +9.8% | +20.3% | -10.5% | -13.7% |
| 3Y | +85.1% | +75.4% | +9.7% | -10.1% |
| 5Y | -36.2% | +66.0% | -102.2% | -66.8% |
| 10Y | -0.2% | +228.2% | -228.4% | -80.8% |
| All | -0.2% | +222.7% | -222.8% | -80.8% |
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 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