+238.2%
SXI vs VT
+221.4%
+16.7%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.9% |
| 7D | -4.7% | +1.0% | -5.7% | -5.9% |
| 30D | -20.1% | -0.2% | -19.9% | -19.9% |
| 3M | -7.5% | +4.5% | -12.0% | -12.0% |
| 6M | +8.5% | +14.1% | -5.5% | -7.0% |
| YTD | +25.5% | +14.8% | +10.7% | +7.0% |
| 1Y | +33.0% | +21.2% | +11.8% | +6.6% |
| 3Y | +90.7% | +76.6% | +14.1% | -1.2% |
| 5Y | +190.7% | +66.6% | +124.1% | +60.7% |
| 10Y | +238.2% | +222.3% | +15.9% | -15.2% |
| All | +238.2% | +221.4% | +16.7% | -15.2% |
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