-86.7%
SION price history and return analytics
+30.4%
-117.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.5% |
| 7D | +1.5% | +2.4% | -0.8% | -1.4% |
| 30D | -18.6% | -1.5% | -17.1% | -16.3% |
| 3M | -49.1% | -4.1% | -45.0% | -45.8% |
| 6M | -92.3% | +0.6% | -92.8% | -92.0% |
| YTD | -91.9% | +11.0% | -102.9% | -92.5% |
| 1Y | -90.7% | +13.3% | -104.1% | -91.6% |
| All | -86.7% | +30.4% | -117.1% | -89.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling