-77.8%
SRPT vs VT
+69.7%
-147.5%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.1% |
| 7D | -4.3% | -2.3% | -2.0% | -0.9% |
| 30D | +1.8% | -5.0% | +6.8% | +9.6% |
| 3M | +6.2% | -4.9% | +11.1% | +14.5% |
| 6M | -22.6% | -1.5% | -21.1% | -20.7% |
| YTD | -17.2% | +8.5% | -25.7% | -25.7% |
| 1Y | +1.0% | +11.4% | -10.4% | -12.3% |
| 3Y | -77.8% | +70.1% | -147.8% | -87.5% |
| All | -77.8% | +69.7% | -147.5% | -87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling