-10.4%
SAIL vs VT
+32.7%
-43.1%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +1.5% |
| 7D | -11.5% | -0.3% | -11.2% | -11.0% |
| 30D | -2.8% | -1.4% | -1.4% | -0.8% |
| 3M | +13.3% | -1.4% | +14.7% | +15.5% |
| 6M | +62.3% | +5.5% | +56.8% | +48.7% |
| YTD | -2.5% | +12.8% | -15.4% | -20.5% |
| 1Y | -1.2% | +15.4% | -16.6% | -22.3% |
| All | -10.4% | +32.7% | -43.1% | -35.8% |
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 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