-67.1%
SVCO vs VT
+50.5%
-117.7%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.9% | -4.1% | -3.4% |
| 7D | +2.0% | -2.0% | +4.0% | +5.8% |
| 30D | -14.2% | -1.4% | -12.8% | -11.9% |
| 3M | -43.3% | +4.7% | -48.0% | -46.9% |
| 6M | +96.1% | +11.4% | +84.7% | +66.9% |
| YTD | +60.7% | +13.1% | +47.7% | +33.9% |
| 1Y | +28.4% | +19.0% | +9.4% | -1.3% |
| All | -67.1% | +50.5% | -117.7% | -80.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling