+39.4%
SILJ price history and return analytics
+325.1%
-285.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.4% | +2.5% |
| 7D | +0.6% | -4.2% | +4.8% | +5.1% |
| 30D | -12.2% | -5.8% | -6.4% | -6.5% |
| 3M | -13.5% | -5.2% | -8.2% | -8.1% |
| 6M | -15.8% | +0.1% | -15.9% | -14.2% |
| YTD | -13.2% | +8.2% | -21.5% | -16.8% |
| 1Y | +17.8% | +10.1% | +7.7% | +11.5% |
| 3Y | +199.6% | +69.7% | +129.9% | +95.6% |
| 5Y | +94.1% | +53.4% | +40.7% | +37.5% |
| 10Y | +91.8% | +219.2% | -127.4% | -25.1% |
| All | +39.4% | +325.1% | -285.7% | -61.0% |
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