+163.3%
SDY vs VT
+217.6%
-54.4%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | +9.9% | -3.1% | +12.9% | +12.4% |
| 3M | +4.6% | -3.5% | +8.1% | +7.4% |
| 6M | +12.0% | +0.5% | +11.6% | +10.8% |
| YTD | +19.9% | +10.8% | +9.1% | +8.8% |
| 1Y | +22.4% | +11.9% | +10.5% | +10.1% |
| 3Y | +55.1% | +73.0% | -17.9% | -5.9% |
| 5Y | +48.2% | +58.6% | -10.4% | -3.5% |
| 10Y | +163.3% | +219.2% | -55.9% | -9.4% |
| All | +163.3% | +217.6% | -54.4% | -9.4% |
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