-62.4%
SVCO vs VT
+48.3%
-110.6%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.7% |
| 7D | +10.7% | +2.9% | +7.8% | +5.5% |
| 30D | +1.5% | -2.5% | +4.0% | +5.6% |
| 3M | +0.7% | -3.3% | +4.0% | +6.6% |
| 6M | -30.1% | +1.5% | -31.6% | -30.7% |
| YTD | +84.0% | +11.4% | +72.6% | +56.6% |
| 1Y | +58.5% | +11.9% | +46.6% | +33.9% |
| All | -62.4% | +48.3% | -110.6% | -77.3% |
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 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