+157.1%
SIXA price history and return analytics
+153.4%
+3.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.3% |
| 7D | -1.2% | -0.1% | -1.1% | -1.1% |
| 30D | +0.6% | -3.1% | +3.7% | +2.7% |
| 3M | +0.7% | -3.5% | +4.2% | +3.1% |
| 6M | +6.4% | +0.5% | +5.9% | +5.6% |
| YTD | +16.9% | +10.8% | +6.2% | +8.1% |
| 1Y | +19.7% | +11.9% | +7.8% | +9.8% |
| 3Y | +78.2% | +73.0% | +5.2% | +17.8% |
| 5Y | +79.0% | +58.6% | +20.4% | +25.9% |
| All | +157.1% | +153.4% | +3.8% | +20.4% |
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 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