-38.7%
SIFY vs VT
+66.2%
-104.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -0.3% | +0.4% | -0.8% | -0.9% |
| 30D | -8.4% | +1.0% | -9.4% | -9.5% |
| 3M | -15.4% | +2.4% | -17.8% | -17.1% |
| 6M | -2.8% | +12.0% | -14.8% | -14.3% |
| YTD | +17.7% | +15.3% | +2.4% | +1.0% |
| 1Y | +40.1% | +22.6% | +17.6% | +12.2% |
| 3Y | +9.7% | +74.7% | -65.0% | -44.4% |
| All | -38.7% | +66.2% | -104.9% | -65.2% |
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