-60.4%
SID price history and return analytics
+222.7%
-283.1%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.2% |
| 7D | -1.3% | +2.9% | -4.2% | -6.3% |
| 30D | -37.9% | -2.5% | -35.4% | -35.5% |
| 3M | -11.5% | -3.3% | -8.2% | -6.7% |
| 6M | -43.8% | +1.5% | -45.3% | -45.7% |
| YTD | -51.9% | +11.4% | -63.2% | -59.6% |
| 1Y | -53.3% | +11.9% | -65.2% | -61.2% |
| 3Y | -65.0% | +73.9% | -138.8% | -86.5% |
| 5Y | -72.4% | +57.9% | -130.3% | -87.1% |
| All | -60.4% | +222.7% | -283.1% | -95.9% |
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