+42.6%
SI price history and return analytics
+21.0%
+21.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +3.3% |
| 7D | +11.1% | +0.4% | +10.7% | +10.9% |
| 30D | +18.4% | -2.6% | +21.0% | +19.5% |
| 3M | +4.2% | -3.2% | +7.5% | +5.4% |
| 6M | +62.6% | +0.9% | +61.6% | +60.6% |
| YTD | +50.1% | +11.3% | +38.8% | +34.4% |
| 1Y | +94.2% | +14.0% | +80.2% | +69.4% |
| All | +42.6% | +21.0% | +21.6% | +16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling