+46.8%
SIXJ price history and return analytics
+57.4%
-10.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -0.4% | -0.1% | -0.2% | -0.3% |
| 30D | -2.1% | -3.1% | +1.0% | -0.4% |
| 3M | -0.7% | -3.5% | +2.8% | +1.1% |
| 6M | +3.1% | +0.5% | +2.6% | +2.6% |
| YTD | +7.9% | +10.8% | -2.9% | +1.6% |
| 1Y | +9.7% | +11.9% | -2.2% | +2.7% |
| 3Y | +48.3% | +73.0% | -24.7% | +7.7% |
| All | +46.8% | +57.4% | -10.5% | +10.9% |
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