+183.7%
SILJ vs VT
+73.6%
+110.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -7.8% | -1.6% | -6.2% | -5.0% |
| 30D | -17.7% | -2.5% | -15.2% | -13.7% |
| 3M | -9.8% | -1.3% | -8.5% | -6.8% |
| 6M | -23.9% | +3.1% | -27.0% | -25.5% |
| YTD | -19.0% | +10.9% | -30.0% | -27.7% |
| 1Y | +3.5% | +12.1% | -8.6% | -8.5% |
| All | +183.7% | +73.6% | +110.1% | +18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling