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Stock and ETF performance explorer

SNGX price history and return analytics

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-100.0%
VT return
+368.9%
Excess return
-468.9%
Maximum drawdown
-100.0%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioVTExcessAlpha
1D+1.1%+0.9%+0.2%+0.7%
7D-4.2%-1.1%-3.1%-3.7%
30D-6.7%-1.0%-5.7%-6.2%
3M-15.3%+3.2%-18.5%-16.6%
6M-70.4%+12.5%-82.9%-71.7%
YTD-72.8%+14.1%-86.9%-74.2%
1Y-86.9%+18.9%-105.8%-87.8%
3Y-95.5%+74.1%-169.6%-96.5%
5Y-99.9%+66.9%-166.7%-99.9%
10Y-100.0%+228.3%-328.3%-100.0%
All-100.0%+368.9%-468.9%-100.0%

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