+142.2%
SGU price history and return analytics
+226.9%
-84.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | -0.5% | -2.0% | +1.5% | +0.4% |
| 30D | +1.2% | -1.4% | +2.6% | +1.8% |
| 3M | +1.5% | +4.7% | -3.2% | -0.7% |
| 6M | +3.1% | +11.4% | -8.2% | -2.1% |
| YTD | +12.9% | +13.1% | -0.1% | +6.3% |
| 1Y | +17.4% | +19.0% | -1.6% | +7.6% |
| 3Y | +30.9% | +73.9% | -43.0% | -1.3% |
| 5Y | +65.2% | +65.4% | -0.2% | +27.0% |
| All | +142.2% | +226.9% | -84.7% | +25.7% |
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