-99.1%
SDOW vs VT
+223.7%
-322.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.6% | -9.1% | +0.8% |
| 7D | -3.4% | +0.4% | -3.8% | -1.0% |
| 30D | -4.8% | -2.6% | -2.2% | -10.2% |
| 3M | +9.6% | -3.2% | +12.8% | +2.2% |
| 6M | -15.2% | +0.9% | -16.1% | -9.5% |
| YTD | -23.4% | +11.3% | -34.7% | +12.1% |
| 1Y | -28.5% | +14.0% | -42.5% | +13.0% |
| 3Y | -72.5% | +75.8% | -148.4% | +85.0% |
| 5Y | -73.2% | +57.8% | -131.0% | +73.0% |
| 10Y | -99.1% | +219.8% | -318.9% | +14.2% |
| All | -99.1% | +223.7% | -322.8% | +14.2% |
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