+97.6%
SILJ price history and return analytics
+53.4%
+44.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +2.9% |
| 7D | +10.2% | -2.3% | +12.5% | +13.8% |
| 30D | -5.6% | -5.0% | -0.7% | +1.5% |
| 3M | -9.8% | -4.9% | -4.9% | -2.6% |
| 6M | -20.1% | -1.5% | -18.6% | -16.6% |
| YTD | -10.4% | +8.5% | -18.9% | -15.7% |
| 1Y | +19.1% | +11.4% | +7.8% | +9.1% |
| 3Y | +214.0% | +70.1% | +143.9% | +80.5% |
| All | +97.6% | +53.4% | +44.2% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling