-47.9%
SFIX price history and return analytics
+21.4%
-69.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.8% |
| 7D | -1.3% | +1.0% | -2.3% | -2.9% |
| 30D | -29.3% | -0.2% | -29.1% | -29.0% |
| 3M | -18.9% | +4.5% | -23.4% | -24.8% |
| 6M | -8.0% | +14.1% | -22.1% | -25.7% |
| YTD | -43.4% | +14.8% | -58.2% | -54.5% |
| 1Y | -47.9% | +21.2% | -69.1% | -65.7% |
| All | -47.9% | +21.4% | -69.3% | -65.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling