-100.0%
SXTP price history and return analytics
+68.8%
-168.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | +2.6% | -10.8% | -9.4% |
| 7D | -39.7% | +0.4% | -40.1% | -39.9% |
| 30D | -43.4% | -2.6% | -40.8% | -42.7% |
| 3M | -51.3% | -3.2% | -48.0% | -50.6% |
| 6M | -64.5% | +0.9% | -65.5% | -64.7% |
| YTD | -73.1% | +11.3% | -84.4% | -73.9% |
| 1Y | -88.9% | +14.0% | -102.9% | -89.2% |
| 3Y | -99.6% | +75.8% | -175.5% | -99.5% |
| All | -100.0% | +68.8% | -168.8% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling