-99.9%
SXTP vs VT
+75.0%
-174.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -10.8% | +0.4% | -11.2% | -11.0% |
| 30D | -24.7% | +1.0% | -25.6% | -25.0% |
| 3M | -39.9% | +2.4% | -42.3% | -40.5% |
| 6M | -59.5% | +12.0% | -71.5% | -61.5% |
| YTD | -54.8% | +15.3% | -70.1% | -56.8% |
| 1Y | -84.5% | +22.6% | -107.1% | -85.0% |
| 3Y | -99.7% | +74.7% | -174.4% | -99.7% |
| All | -99.9% | +75.0% | -174.9% | -99.9% |
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