-13.4%
SID price history and return analytics
+226.9%
-240.3%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.9% | +4.6% | +5.3% |
| 7D | +9.5% | -2.0% | +11.5% | +13.3% |
| 30D | +58.6% | -1.4% | +60.0% | +62.4% |
| 3M | +16.9% | +4.7% | +12.2% | +6.8% |
| 6M | -2.1% | +11.4% | -13.5% | -18.2% |
| YTD | -13.8% | +13.1% | -26.8% | -29.3% |
| 1Y | -5.5% | +19.0% | -24.5% | -28.9% |
| 3Y | -32.4% | +73.9% | -106.4% | -74.1% |
| 5Y | -68.1% | +65.4% | -133.5% | -86.3% |
| All | -13.4% | +226.9% | -240.3% | -91.4% |
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 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