-85.6%
SIDU vs VT
+75.0%
-160.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.3% | -2.3% |
| 7D | -6.3% | +0.4% | -6.8% | -7.4% |
| 30D | 0.0% | +1.0% | -1.0% | -2.1% |
| 3M | -56.0% | +2.4% | -58.4% | -57.8% |
| 6M | -1.9% | +12.0% | -13.9% | -21.2% |
| YTD | -34.1% | +15.3% | -49.4% | -50.4% |
| 1Y | +75.4% | +22.6% | +52.8% | +19.0% |
| All | -85.6% | +75.0% | -160.6% | -93.0% |
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 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