+212.5%
SRPT vs VT
+374.2%
-161.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +7.9% | +0.4% | +7.4% | +7.4% |
| 30D | +41.2% | +1.0% | +40.3% | +40.0% |
| 3M | +35.1% | +2.4% | +32.7% | +31.8% |
| 6M | +39.8% | +12.0% | +27.8% | +25.3% |
| YTD | +4.6% | +15.3% | -10.8% | -8.6% |
| 1Y | +21.9% | +22.6% | -0.7% | +1.6% |
| 3Y | -81.6% | +74.7% | -156.3% | -89.1% |
| 5Y | -72.1% | +66.1% | -138.2% | -82.6% |
| 10Y | -16.3% | +225.0% | -241.3% | -71.9% |
| All | +212.5% | +374.2% | -161.7% | -7.1% |
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