-65.4%
SVCO vs VT
+51.8%
-117.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +2.5% |
| 7D | +9.8% | -0.1% | +9.9% | +10.0% |
| 30D | -7.1% | -0.7% | -6.4% | -5.9% |
| 3M | -40.0% | +4.0% | -44.0% | -43.2% |
| 6M | +108.2% | +12.3% | +95.9% | +74.5% |
| YTD | +69.1% | +14.0% | +55.1% | +38.7% |
| 1Y | +27.8% | +20.3% | +7.5% | -3.7% |
| All | -65.4% | +51.8% | -117.2% | -79.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling