+104.3%
SILJ vs VT
+60.6%
+43.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.3% | +6.6% |
| 7D | -0.5% | -0.3% | -0.2% | +0.2% |
| 30D | -10.0% | -1.4% | -8.5% | -7.7% |
| 3M | -6.5% | -1.4% | -5.1% | -3.9% |
| 6M | -15.1% | +5.5% | -20.6% | -18.9% |
| YTD | -11.8% | +12.8% | -24.6% | -21.3% |
| 1Y | +19.5% | +15.4% | +4.1% | +4.2% |
| 3Y | +204.6% | +76.9% | +127.7% | +66.0% |
| 5Y | +104.3% | +60.4% | +43.9% | +14.8% |
| All | +104.3% | +60.6% | +43.7% | +14.8% |
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 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