+159.6%
SILJ vs VT
+66.2%
+93.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -0.1% | +0.4% | -0.5% | -0.6% |
| 30D | +14.2% | +1.0% | +13.2% | +12.9% |
| 3M | +7.0% | +2.4% | +4.6% | +4.8% |
| 6M | -13.2% | +12.0% | -25.2% | -23.3% |
| YTD | +14.5% | +15.3% | -0.8% | -1.4% |
| 1Y | +73.2% | +22.6% | +50.6% | +39.7% |
| 3Y | +266.4% | +74.7% | +191.7% | +100.4% |
| All | +159.6% | +66.2% | +93.4% | +38.0% |
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