-100.0%
SRXH vs VT
+63.7%
-163.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +4.2% |
| 7D | 0.0% | -2.0% | +2.0% | +2.0% |
| 30D | -15.2% | -1.4% | -13.8% | -14.0% |
| 3M | -78.8% | +4.7% | -83.6% | -80.4% |
| 6M | -79.6% | +11.4% | -91.0% | -82.2% |
| YTD | -88.3% | +13.1% | -101.4% | -90.0% |
| 1Y | -91.2% | +19.0% | -110.2% | -92.9% |
| 3Y | -99.4% | +73.9% | -173.3% | -99.7% |
| 5Y | -100.0% | +65.4% | -165.4% | -100.0% |
| All | -100.0% | +63.7% | -163.6% | -100.0% |
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 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