-100.0%
SVRE vs VT
+88.4%
-188.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | 0.0% | -8.4% | -8.4% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | -29.6% | +1.0% | -30.6% | -30.1% |
| 3M | -35.1% | +2.4% | -37.5% | -35.9% |
| 6M | -9.1% | +12.0% | -21.1% | -13.9% |
| YTD | -52.4% | +15.3% | -67.7% | -55.6% |
| 1Y | -88.2% | +22.6% | -110.8% | -89.2% |
| 3Y | -100.0% | +74.7% | -174.6% | -100.0% |
| All | -100.0% | +88.4% | -188.4% | -100.0% |
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