+56.8%
SIF price history and return analytics
+221.8%
-165.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.6% |
| 7D | -6.5% | +2.4% | -8.9% | -7.4% |
| 30D | -26.5% | -1.5% | -25.0% | -25.8% |
| 3M | -19.0% | -4.1% | -14.8% | -17.2% |
| 6M | -17.5% | +0.6% | -18.1% | -17.2% |
| YTD | +181.0% | +11.0% | +170.0% | +172.0% |
| 1Y | +136.5% | +13.3% | +123.2% | +127.2% |
| 3Y | +254.0% | +73.4% | +180.6% | +196.1% |
| 5Y | +102.6% | +57.4% | +45.2% | +73.7% |
| All | +56.8% | +221.8% | -165.0% | +61.7% |
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