-95.1%
SRG vs VT
+214.1%
-309.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.1% | -0.5% | +1.1% |
| 7D | +1.8% | -4.2% | +6.0% | +8.0% |
| 30D | -2.3% | -5.8% | +3.5% | +6.1% |
| 3M | -32.0% | -5.2% | -26.7% | -26.7% |
| 6M | -36.6% | +0.1% | -36.7% | -37.1% |
| YTD | -48.3% | +8.2% | -56.5% | -54.5% |
| 1Y | -58.3% | +10.1% | -68.4% | -64.1% |
| 3Y | -78.5% | +69.7% | -148.2% | -90.3% |
| 5Y | -89.9% | +53.4% | -143.3% | -94.6% |
| 10Y | -96.0% | +219.2% | -315.2% | -98.9% |
| All | -95.1% | +214.1% | -309.2% | -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