-81.3%
SFIX price history and return analytics
+158.9%
-240.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.2% |
| 7D | +3.6% | +2.4% | +1.3% | -0.2% |
| 30D | +18.8% | -1.5% | +20.3% | +22.2% |
| 3M | -22.2% | -4.1% | -18.1% | -16.3% |
| 6M | -9.1% | +0.6% | -9.7% | -9.6% |
| YTD | -45.9% | +11.0% | -56.9% | -54.6% |
| 1Y | -33.5% | +13.3% | -46.8% | -46.1% |
| 3Y | -4.1% | +73.4% | -77.4% | -57.3% |
| 5Y | -91.6% | +57.4% | -149.0% | -95.4% |
| All | -81.3% | +158.9% | -240.2% | -90.6% |
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