+239.5%
SXI vs VT
+223.7%
+15.8%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +5.1% |
| 7D | -2.3% | +0.4% | -2.6% | -2.5% |
| 30D | -13.0% | -2.6% | -10.4% | -9.8% |
| 3M | -27.1% | -3.2% | -23.9% | -23.9% |
| 6M | -5.1% | +0.9% | -6.0% | -5.3% |
| YTD | +14.5% | +11.3% | +3.2% | +1.8% |
| 1Y | +4.9% | +14.0% | -9.1% | -9.2% |
| 3Y | +85.8% | +75.8% | +9.9% | -2.6% |
| 5Y | +116.6% | +57.8% | +58.8% | +28.7% |
| 10Y | +239.5% | +219.8% | +19.7% | -9.3% |
| All | +239.5% | +223.7% | +15.8% | -9.3% |
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 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