-25.7%
SGRY price history and return analytics
+262.7%
-288.4%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.4% |
| 7D | -0.4% | -2.0% | +1.6% | +3.0% |
| 30D | -5.9% | -1.4% | -4.4% | -3.7% |
| 3M | -0.6% | +4.7% | -5.3% | -8.7% |
| 6M | +9.0% | +11.4% | -2.3% | -10.4% |
| YTD | -8.6% | +13.1% | -21.7% | -26.8% |
| 1Y | -34.2% | +19.0% | -53.2% | -52.4% |
| 3Y | -55.9% | +73.9% | -129.8% | -83.8% |
| 5Y | -70.7% | +65.4% | -136.0% | -87.3% |
| 10Y | -26.4% | +225.4% | -251.8% | -85.2% |
| All | -25.7% | +262.7% | -288.4% | -84.9% |
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