-93.9%
SURG vs VT
+23.4%
-117.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.3% |
| 7D | -6.2% | +0.1% | -6.4% | -6.3% |
| 30D | -21.4% | +0.8% | -22.2% | -21.9% |
| 3M | -68.6% | +2.8% | -71.4% | -69.2% |
| 6M | -79.8% | +13.0% | -92.8% | -82.4% |
| YTD | -90.1% | +15.4% | -105.5% | -91.7% |
| All | -93.9% | +23.4% | -117.3% | -95.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling