+786.1%
SII vs VT
+228.2%
+557.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +5.8% |
| 7D | +4.4% | -0.3% | +4.7% | +4.8% |
| 30D | -2.6% | -1.4% | -1.2% | -1.2% |
| 3M | +8.0% | -1.4% | +9.4% | +9.7% |
| 6M | -13.1% | +5.5% | -18.6% | -16.1% |
| YTD | +16.2% | +12.8% | +3.3% | +6.9% |
| 1Y | +38.8% | +15.4% | +23.4% | +25.8% |
| 3Y | +284.8% | +76.9% | +207.9% | +151.8% |
| 5Y | +199.8% | +60.4% | +139.4% | +108.5% |
| All | +786.1% | +228.2% | +557.9% | +202.8% |
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