-99.0%
SDOW vs VT
+221.8%
-320.8%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -1.1% |
| 7D | -6.2% | +2.4% | -8.5% | +0.5% |
| 30D | -4.9% | -1.5% | -3.4% | -7.3% |
| 3M | +8.7% | -4.1% | +12.8% | -1.2% |
| 6M | -14.5% | +0.6% | -15.0% | -9.6% |
| YTD | -23.1% | +11.0% | -34.1% | +11.7% |
| 1Y | -25.8% | +13.3% | -39.1% | +15.1% |
| 3Y | -71.3% | +73.4% | -144.7% | +85.4% |
| 5Y | -73.5% | +57.4% | -130.9% | +69.8% |
| All | -99.0% | +221.8% | -320.8% | +25.4% |
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