+149.4%
SDVY vs VT
+157.9%
-8.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +2.2% | +2.4% | -0.2% | -0.3% |
| 30D | +4.3% | -1.5% | +5.8% | +5.8% |
| 3M | -3.8% | -4.1% | +0.3% | +0.3% |
| 6M | +4.7% | +0.6% | +4.2% | +3.5% |
| YTD | +12.6% | +11.0% | +1.5% | 0.0% |
| 1Y | +15.0% | +13.3% | +1.6% | -0.1% |
| 3Y | +61.8% | +73.4% | -11.6% | -10.2% |
| 5Y | +52.0% | +57.4% | -5.5% | -6.3% |
| All | +149.4% | +157.9% | -8.5% | -2.6% |
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