+45.7%
SIXO price history and return analytics
+69.5%
-23.9%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | -0.9% | -1.7% | +0.9% | -0.1% |
| 3M | +0.9% | -2.3% | +3.2% | +2.0% |
| 6M | +3.4% | +1.5% | +1.9% | +2.3% |
| YTD | +5.5% | +12.0% | -6.6% | -0.9% |
| 1Y | +6.6% | +12.9% | -6.3% | -0.3% |
| 3Y | +31.5% | +74.9% | -43.4% | -2.8% |
| 5Y | +42.1% | +59.9% | -17.8% | +7.0% |
| All | +45.7% | +69.5% | -23.9% | +6.9% |
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