-85.0%
SRZN vs VT
+91.0%
-176.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +1.5% | +0.4% | +1.1% | +1.2% |
| 30D | +3.7% | +1.0% | +2.7% | +3.0% |
| 3M | -6.6% | +2.4% | -9.0% | -8.2% |
| 6M | -20.3% | +12.0% | -32.3% | -26.5% |
| YTD | +0.7% | +15.3% | -14.6% | -8.7% |
| 1Y | +82.8% | +22.6% | +60.2% | +59.3% |
| 3Y | +174.9% | +74.7% | +100.2% | +85.9% |
| 5Y | -79.0% | +66.1% | -145.2% | -85.8% |
| All | -85.0% | +91.0% | -176.0% | -89.6% |
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