-94.7%
SURG vs VT
+13.3%
-108.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.1% | -6.2% | -5.7% |
| 7D | -3.2% | -0.7% | -2.5% | -2.8% |
| 30D | +15.4% | -1.7% | +17.1% | +16.9% |
| 3M | -50.2% | -2.3% | -47.9% | -49.2% |
| 6M | -73.2% | +1.5% | -74.7% | -73.2% |
| YTD | -91.0% | +12.0% | -103.1% | -91.9% |
| 1Y | -94.7% | +12.9% | -107.6% | -95.3% |
| All | -94.7% | +13.3% | -108.0% | -95.3% |
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