+37.5%
SRVR vs VT
+139.7%
-102.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.8% | +0.3% |
| 7D | -2.6% | -4.2% | +1.6% | +1.1% |
| 30D | -4.2% | -5.8% | +1.6% | +0.8% |
| 3M | -10.0% | -5.2% | -4.7% | -5.6% |
| 6M | -18.7% | +0.1% | -18.8% | -18.8% |
| YTD | 0.0% | +8.2% | -8.2% | -6.5% |
| 1Y | -5.3% | +10.1% | -15.4% | -12.8% |
| 3Y | +10.9% | +69.7% | -58.8% | -30.3% |
| 5Y | -21.6% | +53.4% | -75.0% | -46.5% |
| All | +37.5% | +139.7% | -102.2% | -39.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling