+250.0%
SGDM price history and return analytics
+229.8%
+20.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | 0.0% |
| 7D | -2.5% | -1.1% | -1.4% | -1.7% |
| 30D | +7.1% | -1.0% | +8.1% | +8.0% |
| 3M | +25.9% | +3.2% | +22.7% | +23.6% |
| 6M | -3.9% | +12.5% | -16.4% | -10.1% |
| YTD | +16.1% | +14.1% | +2.0% | +7.9% |
| 1Y | +40.9% | +18.9% | +22.0% | +28.0% |
| 3Y | +242.9% | +74.1% | +168.9% | +147.9% |
| 5Y | +225.3% | +66.9% | +158.4% | +137.1% |
| All | +250.0% | +229.8% | +20.2% | +52.2% |
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