+8.8%
SIBN vs VT
+57.0%
-48.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | -3.3% | +2.4% | -5.7% | -5.7% |
| 30D | +20.4% | -1.5% | +21.9% | +22.6% |
| 3M | +23.7% | -4.1% | +27.8% | +29.7% |
| 6M | +65.5% | +0.6% | +65.0% | +63.1% |
| YTD | +18.9% | +11.0% | +7.8% | +3.3% |
| 1Y | +35.8% | +13.3% | +22.5% | +14.9% |
| 3Y | +47.1% | +73.4% | -26.3% | -27.7% |
| All | +8.8% | +57.0% | -48.3% | -37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling