+882.2%
SII price history and return analytics
+224.4%
+657.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.2% | -3.0% |
| 7D | +0.4% | -0.7% | +1.1% | +0.8% |
| 30D | -1.4% | -1.7% | +0.4% | +0.2% |
| 3M | -7.4% | -2.3% | -5.1% | -5.4% |
| 6M | -20.8% | +1.5% | -22.3% | -21.4% |
| YTD | +16.6% | +12.0% | +4.5% | +7.8% |
| 1Y | +22.7% | +12.9% | +9.8% | +13.0% |
| 3Y | +306.4% | +74.9% | +231.4% | +168.1% |
| 5Y | +177.6% | +59.9% | +117.7% | +93.6% |
| 10Y | +882.2% | +224.6% | +657.6% | +258.3% |
| All | +882.2% | +224.4% | +657.9% | +258.3% |
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