-100.0%
SGLY price history and return analytics
+368.8%
-468.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.6% | -0.6% | +20.3% | +20.1% |
| 7D | +26.0% | -0.1% | +26.1% | +25.9% |
| 30D | -77.9% | -0.7% | -77.2% | -77.8% |
| 3M | -62.5% | +4.0% | -66.5% | -63.5% |
| 6M | -64.5% | +12.3% | -76.8% | -67.3% |
| YTD | -78.9% | +14.0% | -92.9% | -80.8% |
| 1Y | -87.5% | +20.3% | -107.8% | -89.0% |
| 3Y | -97.5% | +75.4% | -172.9% | -98.3% |
| 5Y | -99.5% | +66.0% | -165.5% | -99.7% |
| 10Y | -99.8% | +228.2% | -328.0% | -99.9% |
| All | -100.0% | +368.8% | -468.8% | -100.0% |
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 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