-12.5%
SREA vs VT
+12.5%
-25.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.6% |
| 7D | +0.9% | -0.1% | +1.0% | +0.8% |
| 30D | -1.2% | -3.1% | +1.9% | -0.4% |
| 3M | -8.3% | -3.5% | -4.8% | -7.4% |
| 6M | -11.0% | +0.5% | -11.4% | -11.2% |
| YTD | -11.5% | +10.8% | -22.3% | -14.6% |
| 1Y | -12.5% | +11.9% | -24.4% | -16.0% |
| All | -12.5% | +12.5% | -25.0% | -16.0% |
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