+161.9%
SIXA vs VT
+156.3%
+5.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.0% |
| 7D | -0.5% | -0.7% | +0.2% | 0.0% |
| 30D | +2.2% | -1.7% | +3.9% | +3.4% |
| 3M | +2.4% | -2.3% | +4.7% | +4.0% |
| 6M | +7.6% | +1.5% | +6.1% | +6.1% |
| YTD | +19.1% | +12.0% | +7.0% | +9.2% |
| 1Y | +20.3% | +12.9% | +7.4% | +9.7% |
| 3Y | +81.4% | +74.9% | +6.5% | +19.0% |
| 5Y | +81.8% | +59.9% | +21.9% | +27.3% |
| All | +161.9% | +156.3% | +5.6% | +21.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling