-85.2%
SVC vs VT
+57.9%
-143.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.7% | -0.7% |
| 7D | -1.3% | -1.6% | +0.3% | +1.3% |
| 30D | -1.9% | -2.5% | +0.6% | +2.3% |
| 3M | -20.5% | -1.3% | -19.2% | -18.8% |
| 6M | -19.3% | +3.1% | -22.4% | -23.6% |
| YTD | -30.8% | +10.9% | -41.7% | -42.8% |
| 1Y | -38.7% | +12.1% | -50.8% | -50.4% |
| 3Y | -81.6% | +73.9% | -155.5% | -93.0% |
| All | -85.2% | +57.9% | -143.1% | -92.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling