-100.0%
SXTP price history and return analytics
+70.0%
-169.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.7% |
| 7D | -45.6% | -0.7% | -44.9% | -45.4% |
| 30D | -43.2% | -1.7% | -41.5% | -42.8% |
| 3M | -54.0% | -2.3% | -51.7% | -53.5% |
| 6M | -64.6% | +1.5% | -66.1% | -64.8% |
| YTD | -74.4% | +12.0% | -86.5% | -75.3% |
| 1Y | -89.8% | +12.9% | -102.6% | -90.1% |
| 3Y | -99.6% | +74.9% | -174.6% | -99.5% |
| All | -100.0% | +70.0% | -169.9% | -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 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