-79.9%
SFIX price history and return analytics
+169.0%
-248.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | -3.0% | +0.4% | -3.5% | -3.7% |
| 30D | -26.0% | +1.0% | -26.9% | -27.1% |
| 3M | -16.9% | +2.4% | -19.3% | -20.0% |
| 6M | -4.4% | +12.0% | -16.4% | -21.3% |
| YTD | -41.9% | +15.3% | -57.2% | -54.3% |
| 1Y | -45.6% | +22.6% | -68.2% | -61.2% |
| 3Y | -29.9% | +74.7% | -104.6% | -69.3% |
| 5Y | -92.4% | +66.1% | -158.6% | -96.2% |
| All | -79.9% | +169.0% | -248.8% | -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 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