+45.4%
SIXO vs VT
+68.5%
-23.1%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | +1.9% | +2.9% | -1.0% | +0.5% |
| 30D | -1.1% | -2.5% | +1.4% | +0.1% |
| 3M | +0.6% | -3.3% | +4.0% | +2.2% |
| 6M | +3.2% | +1.5% | +1.6% | +2.1% |
| YTD | +5.3% | +11.4% | -6.1% | -0.8% |
| 1Y | +6.3% | +11.9% | -5.6% | -0.1% |
| 3Y | +31.3% | +73.9% | -42.6% | -2.6% |
| 5Y | +41.5% | +57.9% | -16.4% | +7.1% |
| All | +45.4% | +68.5% | -23.1% | +7.1% |
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