+1,305.6%
SXI vs VT
+355.4%
+950.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -4.8% | -0.1% | -4.7% | -4.5% |
| 30D | -13.5% | -3.1% | -10.4% | -10.2% |
| 3M | -24.8% | -3.5% | -21.3% | -21.6% |
| 6M | -5.6% | +0.5% | -6.0% | -5.2% |
| YTD | +13.9% | +10.8% | +3.1% | +3.3% |
| 1Y | +4.0% | +11.9% | -7.9% | -6.5% |
| 3Y | +86.1% | +73.0% | +13.1% | +6.9% |
| 5Y | +115.4% | +58.6% | +56.8% | +34.5% |
| 10Y | +226.3% | +219.2% | +7.1% | +2.8% |
| All | +1,305.6% | +355.4% | +950.1% | +216.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling