+159.1%
SIF vs VT
+10.7%
+148.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -4.1% | -6.9% | -3.8% |
| 7D | -20.4% | -4.2% | -16.2% | -13.9% |
| 30D | -26.7% | -5.8% | -20.9% | -18.2% |
| 3M | -37.7% | -5.2% | -32.4% | -31.1% |
| 6M | +3.0% | +0.1% | +2.9% | +4.3% |
| YTD | +202.3% | +8.2% | +194.1% | +168.2% |
| 1Y | +159.1% | +10.1% | +149.0% | +125.3% |
| All | +159.1% | +10.7% | +148.5% | +125.3% |
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