+295.8%
SQM price history and return analytics
+229.8%
+66.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -4.8% |
| 7D | -6.8% | -1.1% | -5.7% | -5.4% |
| 30D | 0.0% | -1.0% | +0.9% | +1.2% |
| 3M | -11.5% | +3.2% | -14.6% | -15.6% |
| 6M | -7.5% | +12.5% | -20.0% | -21.9% |
| YTD | +4.7% | +14.1% | -9.4% | -12.9% |
| 1Y | +69.0% | +18.9% | +50.1% | +32.8% |
| 3Y | +24.3% | +74.1% | -49.8% | -41.6% |
| 5Y | +56.6% | +66.9% | -10.2% | -20.8% |
| All | +295.8% | +229.8% | +66.0% | -14.2% |
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 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