+25.1%
SIBN vs VT
+151.4%
-126.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.4% |
| 7D | +5.6% | -0.1% | +5.7% | +5.8% |
| 30D | +29.6% | -3.1% | +32.6% | +34.3% |
| 3M | +33.2% | -3.5% | +36.7% | +38.7% |
| 6M | +104.6% | +0.5% | +104.1% | +101.7% |
| YTD | +27.3% | +10.8% | +16.5% | +11.6% |
| 1Y | +60.1% | +11.9% | +48.2% | +38.7% |
| 3Y | +59.4% | +73.0% | -13.6% | -17.2% |
| 5Y | +13.4% | +58.6% | -45.2% | -34.2% |
| All | +25.1% | +151.4% | -126.2% | -54.4% |
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 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