-58.9%
SRPT vs VT
+221.8%
-280.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | -9.8% | +2.4% | -12.2% | -12.3% |
| 30D | -4.5% | -1.5% | -3.0% | -2.7% |
| 3M | -12.8% | -4.1% | -8.6% | -8.2% |
| 6M | -14.7% | +0.6% | -15.3% | -15.1% |
| YTD | -25.3% | +11.0% | -36.4% | -33.0% |
| 1Y | -9.8% | +13.3% | -23.2% | -20.6% |
| 3Y | -79.8% | +73.4% | -153.2% | -88.5% |
| 5Y | -81.1% | +57.4% | -138.5% | -88.1% |
| All | -58.9% | +221.8% | -280.7% | -89.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling