-80.4%
SERV price history and return analytics
+52.7%
-133.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -3.2% |
| 7D | -4.4% | -0.1% | -4.3% | -4.1% |
| 30D | -5.4% | -0.7% | -4.7% | -3.1% |
| 3M | -32.9% | +4.0% | -36.9% | -38.9% |
| 6M | -50.9% | +12.3% | -63.2% | -63.2% |
| YTD | -55.2% | +14.0% | -69.2% | -67.2% |
| 1Y | -56.9% | +20.3% | -77.2% | -71.6% |
| All | -80.4% | +52.7% | -133.1% | -90.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling