+136.5%
SGU price history and return analytics
+222.7%
-86.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | +0.2% | +2.9% | -2.7% | -1.1% |
| 30D | +2.1% | -2.5% | +4.7% | +3.2% |
| 3M | +5.4% | -3.3% | +8.8% | +6.9% |
| 6M | +6.2% | +1.5% | +4.6% | +5.1% |
| YTD | +18.3% | +11.4% | +6.9% | +11.9% |
| 1Y | +17.9% | +11.9% | +6.0% | +11.2% |
| 3Y | +34.9% | +73.9% | -39.0% | +1.6% |
| 5Y | +56.4% | +57.9% | -1.5% | +23.0% |
| All | +136.5% | +222.7% | -86.2% | +19.6% |
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