-95.0%
SRG vs VT
+214.8%
-309.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.5% |
| 7D | +4.3% | -2.3% | +6.6% | +7.8% |
| 30D | +3.0% | -5.0% | +8.0% | +10.5% |
| 3M | -29.0% | -4.9% | -24.2% | -23.9% |
| 6M | -36.2% | -1.5% | -34.7% | -35.1% |
| YTD | -47.4% | +8.5% | -55.9% | -53.8% |
| 1Y | -57.5% | +11.4% | -68.8% | -63.9% |
| 3Y | -77.2% | +70.1% | -147.3% | -89.7% |
| 5Y | -89.8% | +53.7% | -143.5% | -94.5% |
| 10Y | -95.9% | +220.0% | -315.9% | -98.9% |
| All | -95.0% | +214.8% | -309.8% | -98.7% |
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