-70.8%
SERV vs VT
+12.5%
-83.3%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.5% | -7.8% | -6.8% |
| 7D | +19.2% | -0.1% | +19.3% | +20.6% |
| 30D | -28.5% | -3.1% | -25.4% | -19.7% |
| 3M | -36.8% | -3.5% | -33.3% | -27.7% |
| 6M | -64.5% | +0.5% | -65.0% | -63.7% |
| YTD | -70.0% | +10.8% | -80.8% | -77.8% |
| 1Y | -70.8% | +11.9% | -82.7% | -79.2% |
| All | -70.8% | +12.5% | -83.3% | -79.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling