+155.9%
SIXA price history and return analytics
+158.6%
-2.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.3% |
| 7D | -1.6% | -2.0% | +0.4% | -0.2% |
| 30D | +0.1% | -1.4% | +1.5% | +1.1% |
| 3M | +4.2% | +4.7% | -0.5% | +0.8% |
| 6M | +9.0% | +11.4% | -2.4% | +0.6% |
| YTD | +16.4% | +13.1% | +3.3% | +6.2% |
| 1Y | +18.4% | +19.0% | -0.6% | +3.9% |
| 3Y | +74.6% | +73.9% | +0.6% | +15.2% |
| 5Y | +82.8% | +65.4% | +17.5% | +24.7% |
| All | +155.9% | +158.6% | -2.7% | +18.3% |
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