-79.4%
SERV price history and return analytics
+53.7%
-133.1%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | +0.5% |
| 7D | +4.5% | +1.0% | +3.5% | +1.5% |
| 30D | -3.6% | -0.2% | -3.4% | -2.6% |
| 3M | -35.6% | +4.5% | -40.2% | -42.2% |
| 6M | -48.1% | +14.1% | -62.1% | -62.7% |
| YTD | -52.8% | +14.8% | -67.6% | -66.1% |
| 1Y | -53.3% | +21.2% | -74.5% | -69.9% |
| All | -79.4% | +53.7% | -133.1% | -89.8% |
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