+173.7%
SIF vs VT
+15.2%
+158.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.7% | -8.0% | -9.1% |
| 7D | -9.8% | -0.3% | -9.5% | -9.3% |
| 30D | -17.7% | -1.4% | -16.2% | -15.5% |
| 3M | -31.5% | -1.4% | -30.1% | -29.7% |
| 6M | +18.2% | +5.5% | +12.8% | +9.1% |
| YTD | +239.4% | +12.8% | +226.6% | +180.1% |
| 1Y | +173.7% | +15.4% | +158.3% | +121.3% |
| All | +173.7% | +15.2% | +158.5% | +121.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling