+4,821.3%
SAIA vs VT
+374.2%
+4,447.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +1.6% | +0.4% | +1.2% | +1.1% |
| 30D | +0.3% | +1.0% | -0.7% | -0.7% |
| 3M | -24.1% | +2.4% | -26.5% | -26.5% |
| 6M | -13.6% | +12.0% | -25.6% | -24.7% |
| YTD | +9.6% | +15.3% | -5.7% | -7.9% |
| 1Y | +20.4% | +22.6% | -2.1% | -6.0% |
| 3Y | -18.4% | +74.7% | -93.1% | -58.3% |
| 5Y | +43.7% | +66.1% | -22.5% | -18.6% |
| 10Y | +1,067.4% | +225.0% | +842.4% | +210.7% |
| All | +4,821.3% | +374.2% | +4,447.1% | +920.9% |
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