+45.6%
SI vs VT
+21.8%
+23.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.2% | -0.6% |
| 7D | +4.3% | -0.7% | +5.0% | +4.6% |
| 30D | +20.2% | -1.7% | +22.0% | +20.9% |
| 3M | +11.7% | -2.3% | +14.0% | +12.5% |
| 6M | +65.8% | +1.5% | +64.3% | +63.4% |
| YTD | +53.3% | +12.0% | +41.2% | +36.9% |
| 1Y | +93.0% | +12.9% | +80.1% | +70.3% |
| All | +45.6% | +21.8% | +23.9% | +18.6% |
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