+552.7%
SIGI price history and return analytics
+371.8%
+180.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | -0.3% | +1.0% | -1.4% | -1.3% |
| 30D | -5.1% | -0.2% | -4.9% | -4.9% |
| 3M | +3.9% | +4.5% | -0.6% | -0.8% |
| 6M | +14.6% | +14.1% | +0.5% | 0.0% |
| YTD | +10.2% | +14.8% | -4.5% | -4.6% |
| 1Y | +16.3% | +21.2% | -4.9% | -4.7% |
| 3Y | -2.1% | +76.6% | -78.6% | -45.2% |
| 5Y | +19.7% | +66.6% | -46.9% | -30.7% |
| 10Y | +158.3% | +222.3% | -64.0% | -23.0% |
| All | +552.7% | +371.8% | +180.9% | +28.7% |
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 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