+193.1%
SXI vs VT
+66.2%
+126.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.6% | +0.4% | -8.0% | -8.1% |
| 30D | -15.4% | +1.0% | -16.4% | -16.4% |
| 3M | -7.3% | +2.4% | -9.6% | -9.4% |
| 6M | +4.3% | +12.0% | -7.7% | -7.6% |
| YTD | +27.4% | +15.3% | +12.0% | +9.5% |
| 1Y | +34.6% | +22.6% | +12.0% | +8.6% |
| 3Y | +81.7% | +74.7% | +7.1% | +4.5% |
| All | +193.1% | +66.2% | +126.9% | +75.4% |
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