+66.3%
SGRT price history and return analytics
+22.4%
+43.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | -0.6% |
| 7D | +1.9% | -1.1% | +3.0% | +4.2% |
| 30D | +2.4% | -1.0% | +3.4% | +4.5% |
| 3M | -6.0% | +3.2% | -9.1% | -11.3% |
| 6M | +19.4% | +12.5% | +6.9% | -3.2% |
| YTD | +32.8% | +14.1% | +18.7% | +4.3% |
| 1Y | +51.0% | +18.9% | +32.1% | +11.6% |
| All | +66.3% | +22.4% | +43.9% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling