+73.3%
SRTA vs VT
+77.9%
-4.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -10.9% | +0.4% | -11.3% | -11.6% |
| 30D | -9.1% | +1.0% | -10.0% | -10.6% |
| 3M | -15.0% | +2.4% | -17.4% | -18.4% |
| 6M | +8.8% | +12.0% | -3.2% | -12.3% |
| YTD | +10.6% | +15.3% | -4.7% | -16.3% |
| 1Y | +27.3% | +22.6% | +4.7% | -14.4% |
| All | +73.3% | +77.9% | -4.6% | -43.1% |
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 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