+787.4%
SAIA vs VT
+215.5%
+571.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.3% |
| 7D | -3.7% | -2.3% | -1.4% | -0.4% |
| 30D | -0.8% | -5.0% | +4.1% | +6.3% |
| 3M | -8.3% | -4.9% | -3.4% | -1.7% |
| 6M | -26.1% | -1.5% | -24.6% | -25.0% |
| YTD | +1.6% | +8.5% | -6.8% | -9.1% |
| 1Y | +21.2% | +11.4% | +9.8% | +4.6% |
| 3Y | -13.4% | +70.1% | -83.4% | -57.8% |
| 5Y | -3.2% | +53.7% | -56.9% | -44.2% |
| All | +787.4% | +215.5% | +571.9% | +106.8% |
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