-79.2%
SRZN vs VT
+83.9%
-163.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +2.0% | +2.4% | -0.4% | +0.1% |
| 30D | +33.1% | -1.5% | +34.6% | +35.1% |
| 3M | +33.2% | -4.1% | +37.3% | +37.9% |
| 6M | +4.9% | +0.6% | +4.3% | +4.9% |
| YTD | +39.9% | +11.0% | +28.8% | +30.9% |
| 1Y | +160.8% | +13.3% | +147.5% | +140.9% |
| 3Y | +485.4% | +73.4% | +412.0% | +299.4% |
| 5Y | -77.7% | +57.4% | -135.2% | -84.4% |
| All | -79.2% | +83.9% | -163.0% | -85.2% |
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