-44.9%
SVRA vs VT
+178.0%
-222.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | +0.2% | +10.0% | +10.1% |
| 7D | +0.2% | -2.3% | +2.5% | +2.5% |
| 30D | -1.0% | -5.0% | +3.9% | +4.1% |
| 3M | -16.6% | -4.9% | -11.7% | -12.4% |
| 6M | -8.3% | -1.5% | -6.8% | -6.7% |
| YTD | -19.9% | +8.5% | -28.4% | -25.4% |
| 1Y | +21.4% | +11.4% | +10.0% | +10.6% |
| 3Y | +32.0% | +70.1% | -38.1% | -17.0% |
| 5Y | +302.5% | +53.7% | +248.8% | +175.8% |
| All | -44.9% | +178.0% | -222.9% | -79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling