-79.0%
SRZN vs VT
+85.5%
-164.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.5% | -3.2% |
| 7D | +0.7% | -0.7% | +1.4% | +1.4% |
| 30D | +28.8% | -1.7% | +30.5% | +30.9% |
| 3M | +27.3% | -2.3% | +29.6% | +29.9% |
| 6M | +8.9% | +1.5% | +7.4% | +8.1% |
| YTD | +41.1% | +12.0% | +29.0% | +31.1% |
| 1Y | +163.1% | +12.9% | +150.2% | +143.6% |
| 3Y | +497.0% | +74.9% | +422.1% | +304.5% |
| 5Y | -77.6% | +59.9% | -137.5% | -84.4% |
| All | -79.0% | +85.5% | -164.5% | -85.1% |
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 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