+21.9%
SFTY vs VT
+22.0%
-0.1%
-8.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.2% |
| 7D | -2.3% | -2.3% | +0.1% | -0.3% |
| 30D | -4.7% | -5.0% | +0.3% | -0.5% |
| 3M | -3.4% | -4.9% | +1.5% | +0.7% |
| 6M | +1.8% | -1.5% | +3.3% | +3.0% |
| YTD | +9.1% | +8.5% | +0.6% | +1.3% |
| 1Y | +11.7% | +11.4% | +0.4% | +1.3% |
| All | +21.9% | +22.0% | -0.1% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling