-24.7%
SGRY price history and return analytics
+229.8%
-254.5%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +1.0% | +0.3% |
| 7D | +0.8% | -1.1% | +1.9% | +2.8% |
| 30D | -6.1% | -1.0% | -5.2% | -4.6% |
| 3M | -3.7% | +3.2% | -6.9% | -9.7% |
| 6M | +6.7% | +12.5% | -5.8% | -15.0% |
| YTD | -6.9% | +14.1% | -21.0% | -27.7% |
| 1Y | -35.0% | +18.9% | -53.9% | -53.8% |
| 3Y | -56.1% | +74.1% | -130.2% | -85.0% |
| 5Y | -70.1% | +66.9% | -137.0% | -88.1% |
| All | -24.7% | +229.8% | -254.5% | -89.3% |
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