+206.5%
SIF price history and return analytics
+222.7%
-16.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.3% |
| 7D | +0.2% | -0.1% | +0.3% | +0.2% |
| 30D | -3.1% | -0.7% | -2.4% | -2.8% |
| 3M | +5.2% | +4.0% | +1.2% | +3.6% |
| 6M | +53.9% | +12.3% | +41.6% | +47.4% |
| YTD | +278.5% | +14.0% | +264.5% | +260.8% |
| 1Y | +204.8% | +20.3% | +184.5% | +185.1% |
| 3Y | +608.7% | +75.4% | +533.3% | +485.7% |
| 5Y | +162.4% | +66.0% | +96.4% | +119.1% |
| 10Y | +206.5% | +228.2% | -21.7% | +122.3% |
| All | +206.5% | +222.7% | -16.1% | +122.3% |
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