+275.2%
SGI price history and return analytics
+222.7%
+52.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.0% |
| 7D | +0.6% | -0.1% | +0.7% | +0.8% |
| 30D | +5.5% | -0.7% | +6.2% | +6.7% |
| 3M | -3.6% | +4.0% | -7.6% | -9.0% |
| 6M | -15.0% | +12.3% | -27.3% | -27.9% |
| YTD | -23.0% | +14.0% | -37.1% | -36.2% |
| 1Y | -18.4% | +20.3% | -38.7% | -37.7% |
| 3Y | +57.8% | +75.4% | -17.7% | -31.8% |
| 5Y | +51.5% | +66.0% | -14.5% | -26.8% |
| 10Y | +275.2% | +228.2% | +47.0% | -27.9% |
| All | +275.2% | +222.7% | +52.5% | -27.9% |
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