+109.9%
SILJ price history and return analytics
+217.6%
-107.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.5% | -5.2% | -5.2% |
| 7D | +10.3% | -0.1% | +10.4% | +10.6% |
| 30D | -9.9% | -3.1% | -6.8% | -6.5% |
| 3M | -17.3% | -3.5% | -13.8% | -13.6% |
| 6M | -22.2% | +0.5% | -22.7% | -21.1% |
| YTD | -10.7% | +10.8% | -21.5% | -16.5% |
| 1Y | +9.8% | +11.9% | -2.1% | +2.1% |
| 3Y | +236.2% | +73.0% | +163.3% | +114.7% |
| 5Y | +93.0% | +58.6% | +34.4% | +31.4% |
| 10Y | +109.9% | +219.2% | -109.2% | -35.6% |
| All | +109.9% | +217.6% | -107.7% | -35.6% |
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