-67.9%
SGHT price history and return analytics
+65.3%
-133.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.5% |
| 7D | +14.1% | -0.1% | +14.3% | +14.1% |
| 30D | +20.9% | -3.1% | +24.0% | +27.8% |
| 3M | +39.6% | -3.5% | +43.1% | +48.8% |
| 6M | +99.8% | +0.5% | +99.4% | +95.3% |
| YTD | +35.6% | +10.8% | +24.8% | +9.8% |
| 1Y | +64.9% | +11.9% | +53.0% | +31.7% |
| 3Y | +512.5% | +73.0% | +439.6% | +111.6% |
| 5Y | -55.6% | +58.6% | -114.2% | -80.5% |
| All | -67.9% | +65.3% | -133.2% | -87.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling