+20.2%
SGOV vs VT
+65.7%
-45.5%
0.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.7% | 0.0% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +0.3% | -0.7% | +1.0% | +0.3% |
| 3M | +0.9% | +4.0% | -3.1% | +0.9% |
| 6M | +1.8% | +12.3% | -10.5% | +1.8% |
| YTD | +2.5% | +14.0% | -11.5% | +2.5% |
| 1Y | +3.8% | +20.3% | -16.5% | +3.8% |
| 3Y | +14.4% | +75.4% | -61.1% | +14.4% |
| 5Y | +20.2% | +66.0% | -45.8% | +20.2% |
| All | +20.2% | +65.7% | -45.5% | +20.2% |
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