-78.9%
SRZN vs VT
+84.3%
-163.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +1.2% |
| 7D | +10.3% | +0.4% | +9.9% | +10.2% |
| 30D | +7.8% | -2.6% | +10.4% | +10.4% |
| 3M | +24.9% | -3.2% | +28.1% | +28.5% |
| 6M | +10.5% | +0.9% | +9.6% | +10.2% |
| YTD | +41.6% | +11.3% | +30.3% | +32.3% |
| 1Y | +162.3% | +14.0% | +148.3% | +141.5% |
| 3Y | +544.5% | +75.8% | +468.7% | +335.6% |
| 5Y | -72.5% | +57.8% | -130.3% | -80.7% |
| All | -78.9% | +84.3% | -163.2% | -85.0% |
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 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