-88.9%
SERV vs VT
+51.1%
-139.9%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | -3.2% |
| 7D | -12.3% | -0.3% | -11.9% | -11.3% |
| 30D | -45.7% | -1.4% | -44.3% | -43.0% |
| 3M | -53.4% | -1.4% | -52.0% | -51.1% |
| 6M | -71.7% | +5.5% | -77.1% | -74.8% |
| YTD | -74.5% | +12.8% | -87.3% | -80.6% |
| 1Y | -77.3% | +15.4% | -92.8% | -83.6% |
| All | -88.9% | +51.1% | -139.9% | -94.1% |
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