+218.0%
SFYF vs VT
+138.5%
+79.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.5% |
| 7D | -2.9% | -2.3% | -0.5% | +0.3% |
| 30D | -9.2% | -5.0% | -4.3% | -2.8% |
| 3M | -2.1% | -4.9% | +2.8% | +4.8% |
| 6M | -0.1% | -1.5% | +1.5% | +2.4% |
| YTD | +8.3% | +8.5% | -0.2% | -2.6% |
| 1Y | +9.3% | +11.4% | -2.1% | -5.1% |
| 3Y | +130.1% | +70.1% | +60.1% | +17.1% |
| 5Y | +48.8% | +53.7% | -4.9% | -12.1% |
| All | +218.0% | +138.5% | +79.5% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling