+221.0%
SQM price history and return analytics
+371.8%
-150.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.5% |
| 7D | -4.2% | +1.0% | -5.2% | -5.5% |
| 30D | +7.2% | -0.2% | +7.4% | +7.4% |
| 3M | +6.0% | +4.5% | +1.4% | -0.1% |
| 6M | +10.8% | +14.1% | -3.3% | -6.5% |
| YTD | +13.3% | +14.8% | -1.4% | -4.8% |
| 1Y | +71.5% | +21.2% | +50.3% | +34.6% |
| 3Y | +35.2% | +76.6% | -41.3% | -32.6% |
| 5Y | +81.0% | +66.6% | +14.4% | -1.3% |
| 10Y | +315.1% | +222.3% | +92.8% | +7.2% |
| All | +221.0% | +371.8% | -150.9% | -48.5% |
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