+136.5%
SIF price history and return analytics
+11.9%
+124.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.2% |
| 7D | -6.5% | +2.4% | -8.9% | -10.0% |
| 30D | -26.5% | -1.5% | -25.0% | -24.0% |
| 3M | -19.0% | -4.1% | -14.8% | -12.2% |
| 6M | -17.5% | +0.6% | -18.1% | -17.1% |
| YTD | +181.0% | +11.0% | +170.0% | +140.1% |
| 1Y | +136.5% | +13.3% | +123.2% | +97.7% |
| All | +136.5% | +11.9% | +124.6% | +97.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling