+223.3%
SGDM price history and return analytics
+63.7%
+159.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.0% |
| 7D | -5.4% | -2.0% | -3.4% | -3.6% |
| 30D | +7.4% | -1.4% | +8.8% | +9.0% |
| 3M | +31.6% | +4.7% | +26.8% | +26.9% |
| 6M | -6.6% | +11.4% | -17.9% | -13.5% |
| YTD | +15.4% | +13.1% | +2.3% | +6.0% |
| 1Y | +42.0% | +19.0% | +23.0% | +26.0% |
| 3Y | +243.5% | +73.9% | +169.5% | +130.7% |
| 5Y | +223.3% | +65.4% | +157.9% | +106.0% |
| All | +223.3% | +63.7% | +159.6% | +106.0% |
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