+286.3%
SVRA vs VT
+66.2%
+220.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.1% | +0.4% | +1.6% | +1.6% |
| 30D | -2.5% | +1.0% | -3.5% | -3.5% |
| 3M | +1.3% | +2.4% | -1.1% | -1.1% |
| 6M | -4.4% | +12.0% | -16.5% | -14.3% |
| YTD | -10.9% | +15.3% | -26.3% | -22.6% |
| 1Y | +50.0% | +22.6% | +27.4% | +23.5% |
| 3Y | +39.8% | +74.7% | -34.8% | -15.4% |
| All | +286.3% | +66.2% | +220.1% | +140.1% |
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