-59.6%
SRG vs VT
+13.0%
-72.6%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.6% | -5.5% | -5.0% |
| 7D | -0.6% | +0.4% | -1.0% | -0.8% |
| 30D | +3.7% | -2.6% | +6.3% | +6.1% |
| 3M | -31.4% | -3.2% | -28.2% | -29.5% |
| 6M | -38.5% | +0.9% | -39.5% | -38.9% |
| YTD | -48.9% | +11.3% | -60.2% | -55.4% |
| All | -59.6% | +13.0% | -72.6% | -65.6% |
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