+155.9%
SO price history and return analytics
+221.4%
-65.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.3% |
| 7D | +1.0% | +1.0% | 0.0% | +0.5% |
| 30D | -3.2% | -0.2% | -3.0% | -3.1% |
| 3M | -1.7% | +4.5% | -6.2% | -4.2% |
| 6M | -7.2% | +14.1% | -21.3% | -13.9% |
| YTD | +4.6% | +14.8% | -10.2% | -3.5% |
| 1Y | +1.2% | +21.2% | -20.0% | -9.6% |
| 3Y | +45.3% | +76.6% | -31.3% | +1.7% |
| 5Y | +58.7% | +66.6% | -7.9% | +13.8% |
| 10Y | +155.9% | +222.3% | -66.4% | +11.6% |
| All | +155.9% | +221.4% | -65.6% | +11.6% |
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