+187.7%
SRRK vs VT
+147.5%
+40.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.6% | -6.8% | -6.8% |
| 7D | -5.1% | +2.9% | -8.0% | -7.5% |
| 30D | +6.5% | -2.5% | +9.0% | +9.3% |
| 3M | -19.8% | -3.3% | -16.5% | -17.1% |
| 6M | -12.3% | +1.5% | -13.8% | -13.6% |
| YTD | -2.0% | +11.4% | -13.4% | -11.4% |
| 1Y | +40.0% | +11.9% | +28.1% | +26.1% |
| 3Y | +329.7% | +73.9% | +255.8% | +162.3% |
| 5Y | +22.7% | +57.9% | -35.2% | -18.8% |
| All | +187.7% | +147.5% | +40.2% | +21.7% |
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 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