-12.5%
SAIA vs VT
+69.4%
-81.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.3% | -1.7% |
| 7D | -2.3% | -4.2% | +1.9% | +3.7% |
| 30D | -1.9% | -5.8% | +3.9% | +6.6% |
| 3M | -6.1% | -5.2% | -0.8% | +1.3% |
| 6M | -20.6% | +0.1% | -20.8% | -21.3% |
| YTD | +2.6% | +8.2% | -5.6% | -8.7% |
| 1Y | +18.5% | +10.1% | +8.3% | +2.9% |
| All | -12.5% | +69.4% | -81.9% | -57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling