+329.9%
SII vs VT
+438.6%
-108.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.7% | +5.5% | +6.0% |
| 7D | +4.4% | -0.3% | +4.7% | +4.7% |
| 30D | -2.6% | -1.4% | -1.2% | -1.5% |
| 3M | +8.0% | -1.4% | +9.4% | +9.4% |
| 6M | -13.1% | +5.5% | -18.6% | -15.5% |
| YTD | +16.2% | +12.8% | +3.3% | +8.7% |
| 1Y | +38.8% | +15.4% | +23.4% | +28.2% |
| 3Y | +284.8% | +76.9% | +207.9% | +173.1% |
| 5Y | +199.8% | +60.4% | +139.4% | +124.9% |
| 10Y | +791.4% | +232.8% | +558.6% | +360.1% |
| All | +329.9% | +438.6% | -108.7% | +107.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling