+38.7%
SIBN vs VT
+69.7%
-31.1%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.3% |
| 7D | +14.2% | -2.3% | +16.5% | +16.7% |
| 30D | +26.9% | -5.0% | +31.9% | +33.0% |
| 3M | +33.6% | -4.9% | +38.5% | +39.8% |
| 6M | +86.6% | -1.5% | +88.1% | +87.6% |
| YTD | +22.9% | +8.5% | +14.4% | +11.1% |
| 1Y | +59.6% | +11.4% | +48.2% | +40.1% |
| 3Y | +38.7% | +70.1% | -31.4% | -32.5% |
| All | +38.7% | +69.7% | -31.1% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling