+468.2%
SOR price history and return analytics
+346.0%
+122.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | +1.8% | -2.3% | +4.1% | +3.5% |
| 30D | +4.1% | -5.0% | +9.0% | +7.9% |
| 3M | +2.0% | -4.9% | +6.9% | +5.6% |
| 6M | +3.7% | -1.5% | +5.2% | +4.4% |
| YTD | +7.1% | +8.5% | -1.4% | +0.1% |
| 1Y | +8.0% | +11.4% | -3.3% | -1.0% |
| 3Y | +54.2% | +70.1% | -15.9% | +1.3% |
| 5Y | +55.0% | +53.7% | +1.3% | +8.8% |
| 10Y | +168.5% | +220.0% | -51.5% | +4.6% |
| All | +468.2% | +346.0% | +122.2% | +58.2% |
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