-7.1%
SDIV vs VT
+215.5%
-222.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -1.0% |
| 7D | -2.5% | -2.3% | -0.2% | -0.6% |
| 30D | -6.0% | -5.0% | -1.1% | -1.9% |
| 3M | -8.4% | -4.9% | -3.5% | -4.5% |
| 6M | -11.9% | -1.5% | -10.3% | -11.1% |
| YTD | -1.5% | +8.5% | -10.0% | -9.1% |
| 1Y | +1.6% | +11.4% | -9.8% | -8.6% |
| 3Y | +40.9% | +70.1% | -29.2% | -14.4% |
| 5Y | -2.6% | +53.7% | -56.3% | -35.3% |
| All | -7.1% | +215.5% | -222.6% | -68.7% |
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