+88.1%
SI vs VT
+15.2%
+72.9%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.7% | +4.3% | +5.4% |
| 7D | +7.9% | -0.3% | +8.2% | +7.9% |
| 30D | +7.2% | -1.4% | +8.6% | +7.5% |
| 3M | -7.4% | -1.4% | -6.0% | -7.1% |
| 6M | +61.2% | +5.5% | +55.8% | +54.7% |
| YTD | +46.9% | +12.8% | +34.1% | +29.3% |
| 1Y | +88.1% | +15.4% | +72.7% | +59.4% |
| All | +88.1% | +15.2% | +72.9% | +59.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling