+1,448.2%
SXI price history and return analytics
+371.8%
+1,076.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | -4.7% | +1.0% | -5.7% | -5.8% |
| 30D | -20.1% | -0.2% | -19.9% | -19.9% |
| 3M | -7.5% | +4.5% | -12.0% | -11.5% |
| 6M | +8.5% | +14.1% | -5.5% | -5.2% |
| YTD | +25.5% | +14.8% | +10.7% | +9.1% |
| 1Y | +33.0% | +21.2% | +11.8% | +9.4% |
| 3Y | +90.7% | +76.6% | +14.1% | +6.5% |
| 5Y | +190.7% | +66.6% | +124.1% | +71.5% |
| 10Y | +238.2% | +222.3% | +15.9% | +4.8% |
| All | +1,448.2% | +371.8% | +1,076.4% | +234.5% |
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