+540.6%
SGML price history and return analytics
+156.7%
+383.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.9% | -6.5% | -6.4% |
| 7D | -23.3% | -1.1% | -22.2% | -22.5% |
| 30D | -19.6% | -1.0% | -18.6% | -18.8% |
| 3M | -35.5% | +3.2% | -38.7% | -36.9% |
| 6M | -26.7% | +12.5% | -39.2% | -32.7% |
| YTD | -28.0% | +14.1% | -42.0% | -34.3% |
| 1Y | +75.0% | +18.9% | +56.0% | +55.5% |
| 3Y | -71.3% | +74.1% | -145.4% | -79.6% |
| 5Y | +18.8% | +66.9% | -48.1% | -16.6% |
| All | +540.6% | +156.7% | +383.9% | +352.4% |
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 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