-82.1%
SAIH vs VT
+72.0%
-154.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.8% |
| 7D | +9.2% | +0.4% | +8.8% | +8.7% |
| 30D | +23.5% | +1.0% | +22.5% | +22.0% |
| 3M | +135.8% | +2.4% | +133.4% | +128.1% |
| 6M | +265.9% | +12.0% | +253.9% | +218.5% |
| YTD | +182.0% | +15.3% | +166.6% | +138.3% |
| 1Y | +321.1% | +22.6% | +298.5% | +233.3% |
| 3Y | +30.0% | +74.7% | -44.6% | -20.5% |
| 5Y | -82.3% | +66.1% | -148.4% | -89.6% |
| All | -82.1% | +72.0% | -154.2% | -89.5% |
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 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