+393.8%
SII price history and return analytics
+450.6%
-56.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.6% | +0.4% | -3.0% | -2.9% |
| 30D | +12.4% | +1.0% | +11.4% | +11.7% |
| 3M | +0.1% | +2.4% | -2.3% | -1.2% |
| 6M | -21.3% | +12.0% | -33.3% | -26.4% |
| YTD | +33.4% | +15.3% | +18.1% | +22.7% |
| 1Y | +96.0% | +22.6% | +73.4% | +73.6% |
| 3Y | +307.9% | +74.7% | +233.2% | +190.6% |
| 5Y | +292.8% | +66.1% | +226.7% | +187.5% |
| 10Y | +795.9% | +225.0% | +570.9% | +363.6% |
| All | +393.8% | +450.6% | -56.7% | +134.2% |
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