+164.1%
SDCI vs VT
+161.3%
+2.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | +1.3% | +1.0% | +0.3% | +1.0% |
| 30D | +9.4% | -0.2% | +9.6% | +9.4% |
| 3M | +12.9% | +4.5% | +8.3% | +11.3% |
| 6M | +21.0% | +14.1% | +6.9% | +16.0% |
| YTD | +41.8% | +14.8% | +27.0% | +35.6% |
| 1Y | +43.2% | +21.2% | +22.1% | +34.7% |
| 3Y | +87.3% | +76.6% | +10.7% | +55.6% |
| 5Y | +184.1% | +66.6% | +117.5% | +138.8% |
| All | +164.1% | +161.3% | +2.8% | +93.0% |
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