+282.8%
SRRK vs VT
+155.1%
+127.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.2% |
| 7D | +2.7% | +1.0% | +1.7% | +1.7% |
| 30D | +8.5% | -0.2% | +8.7% | +8.7% |
| 3M | +31.1% | +4.5% | +26.6% | +25.4% |
| 6M | +26.8% | +14.1% | +12.7% | +11.7% |
| YTD | +30.4% | +14.8% | +15.6% | +14.3% |
| 1Y | +81.8% | +21.2% | +60.6% | +51.5% |
| 3Y | +833.7% | +76.6% | +757.1% | +460.5% |
| 5Y | +57.6% | +66.6% | -9.0% | -0.4% |
| All | +282.8% | +155.1% | +127.7% | +57.1% |
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 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