-99.9%
SIDU vs VT
+59.1%
-159.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.2% | +6.0% |
| 7D | -9.2% | -2.3% | -6.9% | -4.3% |
| 30D | -39.6% | -5.0% | -34.7% | -32.6% |
| 3M | -52.6% | -4.9% | -47.8% | -46.9% |
| 6M | -69.7% | -1.5% | -68.2% | -67.6% |
| YTD | -68.5% | +8.5% | -77.0% | -71.7% |
| 1Y | -0.1% | +11.4% | -11.5% | -13.6% |
| 3Y | -89.0% | +70.1% | -159.1% | -95.1% |
| All | -99.9% | +59.1% | -159.0% | -100.0% |
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