-66.1%
SRI vs VT
+363.9%
-430.0%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -3.8% |
| 7D | -5.3% | -0.3% | -5.0% | -4.8% |
| 30D | -12.3% | -1.4% | -10.8% | -10.2% |
| 3M | -24.0% | -1.4% | -22.6% | -22.2% |
| 6M | -15.2% | +5.5% | -20.7% | -21.9% |
| YTD | -1.0% | +12.8% | -13.9% | -16.5% |
| 1Y | -15.0% | +15.4% | -30.4% | -30.7% |
| 3Y | -66.1% | +76.9% | -142.9% | -84.9% |
| 5Y | -73.6% | +60.4% | -134.0% | -86.5% |
| 10Y | -61.0% | +232.8% | -293.8% | -94.0% |
| All | -66.1% | +363.9% | -430.0% | -96.7% |
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