+302.5%
SVRA vs VT
+53.4%
+249.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.2% | +10.0% | +10.0% |
| 7D | +0.2% | -2.3% | +2.5% | +2.7% |
| 30D | -1.0% | -5.0% | +3.9% | +4.5% |
| 3M | -16.6% | -4.9% | -11.7% | -12.1% |
| 6M | -8.3% | -1.5% | -6.8% | -6.6% |
| YTD | -19.9% | +8.5% | -28.4% | -25.9% |
| 1Y | +21.4% | +11.4% | +10.0% | +9.7% |
| 3Y | +32.0% | +70.1% | -38.1% | -17.9% |
| All | +302.5% | +53.4% | +249.1% | +174.6% |
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 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