-86.8%
SRZN vs VT
+88.8%
-175.6%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.6% |
| 7D | -11.4% | -0.1% | -11.2% | -11.2% |
| 30D | -20.2% | -0.7% | -19.5% | -19.7% |
| 3M | -6.8% | +4.0% | -10.8% | -9.6% |
| 6M | -26.9% | +12.3% | -39.2% | -32.7% |
| YTD | -11.4% | +14.0% | -25.4% | -18.9% |
| 1Y | +71.1% | +20.3% | +50.8% | +51.3% |
| 3Y | +155.8% | +75.4% | +80.4% | +72.7% |
| 5Y | -87.3% | +66.0% | -153.3% | -91.3% |
| All | -86.8% | +88.8% | -175.6% | -90.8% |
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