+40.7%
SI vs VT
+11.9%
+28.8%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | +0.7% | +2.4% | -1.6% | -0.1% |
| 30D | +15.8% | -1.5% | +17.3% | +16.3% |
| 3M | +7.6% | -4.1% | +11.7% | +8.6% |
| 6M | +52.9% | +0.6% | +52.4% | +51.7% |
| YTD | +44.7% | +11.0% | +33.6% | +27.2% |
| 1Y | +40.7% | +13.3% | +27.4% | +18.9% |
| All | +40.7% | +11.9% | +28.8% | +18.9% |
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 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