-85.7%
SION price history and return analytics
+30.7%
-116.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.6% | +6.2% | +5.3% |
| 7D | -4.3% | +0.4% | -4.7% | -4.1% |
| 30D | -27.1% | -2.6% | -24.5% | -24.0% |
| 3M | -93.0% | -3.2% | -89.8% | -92.5% |
| 6M | -91.9% | +0.9% | -92.9% | -91.7% |
| YTD | -91.3% | +11.3% | -102.6% | -92.0% |
| 1Y | -89.7% | +14.0% | -103.7% | -90.8% |
| All | -85.7% | +30.7% | -116.4% | -88.6% |
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