-78.1%
SRTY vs VT
+59.7%
-137.8%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | +1.8% |
| 7D | -2.9% | -0.3% | -2.6% | -3.7% |
| 30D | -0.8% | -1.4% | +0.7% | -5.1% |
| 3M | +20.0% | -1.4% | +21.4% | +16.0% |
| 6M | -8.5% | +5.5% | -14.0% | +17.7% |
| YTD | -39.1% | +12.8% | -51.9% | +6.8% |
| 1Y | -44.0% | +15.4% | -59.4% | +9.1% |
| 3Y | -84.7% | +76.9% | -161.6% | +106.5% |
| All | -78.1% | +59.7% | -137.8% | +238.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling