+94.1%
SILJ vs VT
+53.2%
+40.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.4% | +4.0% |
| 7D | +0.6% | -4.2% | +4.8% | +6.8% |
| 30D | -12.2% | -5.8% | -6.4% | -4.3% |
| 3M | -13.5% | -5.2% | -8.2% | -6.1% |
| 6M | -15.8% | +0.1% | -15.9% | -13.7% |
| YTD | -13.2% | +8.2% | -21.5% | -18.1% |
| 1Y | +17.8% | +10.1% | +7.7% | +9.3% |
| 3Y | +199.6% | +69.7% | +129.9% | +72.7% |
| 5Y | +94.1% | +53.4% | +40.7% | +15.3% |
| All | +94.1% | +53.2% | +40.9% | +15.3% |
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