-85.1%
SRS vs VT
+221.8%
-306.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | -0.5% |
| 7D | -1.4% | +2.4% | -3.7% | +2.7% |
| 30D | -12.4% | -1.5% | -10.9% | -14.3% |
| 3M | +2.9% | -4.1% | +7.1% | -3.6% |
| 6M | -2.3% | +0.6% | -2.8% | -1.4% |
| YTD | -18.7% | +11.0% | -29.7% | -1.5% |
| 1Y | -17.6% | +13.3% | -30.9% | +3.6% |
| 3Y | -45.2% | +73.4% | -118.6% | +60.8% |
| 5Y | -16.2% | +57.4% | -73.6% | +147.2% |
| All | -85.1% | +221.8% | -306.9% | +121.5% |
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 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