-39.3%
SID price history and return analytics
+76.6%
-115.9%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.5% |
| 7D | +9.7% | +1.0% | +8.7% | +8.0% |
| 30D | +33.3% | -0.2% | +33.6% | +33.9% |
| 3M | +7.8% | +4.5% | +3.3% | -0.7% |
| 6M | -10.8% | +14.1% | -24.8% | -27.7% |
| YTD | -22.5% | +14.8% | -37.3% | -37.1% |
| 1Y | -15.1% | +21.2% | -36.3% | -36.3% |
| 3Y | -39.3% | +76.6% | -115.8% | -76.2% |
| All | -39.3% | +76.6% | -115.9% | -76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling