+1,471.9%
SXI vs VT
+374.2%
+1,097.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -16.3% |
| 3M | -7.3% | +2.4% | -9.6% | -9.2% |
| 6M | +4.3% | +12.0% | -7.7% | -7.1% |
| YTD | +27.4% | +15.3% | +12.0% | +10.2% |
| 1Y | +34.6% | +22.6% | +12.0% | +9.4% |
| 3Y | +81.7% | +74.7% | +7.1% | +2.6% |
| 5Y | +188.6% | +66.1% | +122.5% | +70.8% |
| 10Y | +252.8% | +225.0% | +27.8% | +8.4% |
| All | +1,471.9% | +374.2% | +1,097.7% | +237.7% |
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