-90.4%
SID price history and return analytics
+355.4%
-445.8%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.4% |
| 7D | +14.1% | -0.1% | +14.2% | +13.8% |
| 30D | -36.7% | -3.1% | -33.7% | -33.6% |
| 3M | -10.0% | -3.5% | -6.5% | -4.9% |
| 6M | -41.3% | +0.5% | -41.8% | -42.3% |
| YTD | -49.4% | +10.8% | -60.2% | -57.2% |
| 1Y | -47.7% | +11.9% | -59.6% | -56.6% |
| 3Y | -63.1% | +73.0% | -136.1% | -85.8% |
| 5Y | -68.8% | +58.6% | -127.4% | -85.8% |
| 10Y | -59.7% | +219.2% | -278.9% | -93.9% |
| All | -90.4% | +355.4% | -445.8% | -98.9% |
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 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