-37.6%
SGC price history and return analytics
+57.4%
-95.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.6% | -8.7% | -8.5% |
| 7D | -4.9% | +0.4% | -5.3% | -5.2% |
| 30D | -3.3% | -2.6% | -0.7% | -1.0% |
| 3M | -9.4% | -3.2% | -6.2% | -6.7% |
| 6M | +11.6% | +0.9% | +10.6% | +10.0% |
| YTD | +35.2% | +11.3% | +23.9% | +20.7% |
| 1Y | +42.0% | +14.0% | +28.0% | +23.8% |
| 3Y | +41.4% | +75.8% | -34.4% | -18.1% |
| 5Y | -37.6% | +57.8% | -95.5% | -59.8% |
| All | -37.6% | +57.4% | -95.0% | -59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling