-97.9%
SGLY price history and return analytics
+76.6%
-174.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | -0.5% | +15.0% | +14.7% |
| 7D | +14.5% | +1.0% | +13.5% | +14.1% |
| 30D | -77.0% | -0.2% | -76.8% | -77.0% |
| 3M | -67.8% | +4.5% | -72.3% | -68.1% |
| 6M | -71.8% | +14.1% | -85.8% | -72.8% |
| YTD | -82.4% | +14.8% | -97.1% | -83.0% |
| 1Y | -89.6% | +21.2% | -110.8% | -90.1% |
| 3Y | -97.9% | +76.6% | -174.4% | -98.1% |
| All | -97.9% | +76.6% | -174.5% | -98.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling