-2.6%
SDIV vs VT
+53.4%
-56.1%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -2.5% | -2.3% | -0.2% | -0.8% |
| 30D | -6.0% | -5.0% | -1.1% | -2.4% |
| 3M | -8.4% | -4.9% | -3.5% | -4.9% |
| 6M | -11.9% | -1.5% | -10.3% | -11.2% |
| YTD | -1.5% | +8.5% | -10.0% | -8.3% |
| 1Y | +1.6% | +11.4% | -9.8% | -7.6% |
| 3Y | +40.9% | +70.1% | -29.2% | -10.1% |
| All | -2.6% | +53.4% | -56.1% | -34.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling