-99.0%
SDOW vs VT
+222.7%
-321.7%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.8% | -0.6% |
| 7D | -4.5% | +2.9% | -7.4% | +3.8% |
| 30D | -4.3% | -2.5% | -1.8% | -9.4% |
| 3M | +8.6% | -3.3% | +11.9% | +1.0% |
| 6M | -13.8% | +1.5% | -15.3% | -6.4% |
| YTD | -22.9% | +11.4% | -34.3% | +12.9% |
| 1Y | -21.9% | +11.9% | -33.8% | +17.0% |
| 3Y | -71.4% | +73.9% | -145.3% | +86.4% |
| 5Y | -73.4% | +57.9% | -131.3% | +71.7% |
| All | -99.0% | +222.7% | -321.7% | +26.8% |
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 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