+114.4%
SILJ price history and return analytics
+221.8%
-107.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | -7.6% | +2.4% | -10.0% | -9.7% |
| 30D | -7.4% | -1.5% | -5.9% | -5.7% |
| 3M | -22.2% | -4.1% | -18.1% | -18.2% |
| 6M | -33.2% | +0.6% | -33.7% | -32.3% |
| YTD | -17.2% | +11.0% | -28.3% | -22.7% |
| 1Y | +0.6% | +13.3% | -12.7% | -7.6% |
| 3Y | +213.7% | +73.4% | +140.3% | +100.0% |
| 5Y | +73.0% | +57.4% | +15.6% | +18.5% |
| All | +114.4% | +221.8% | -107.4% | -28.8% |
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