-85.8%
SERV price history and return analytics
+49.0%
-134.8%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.7% | -2.0% |
| 7D | +35.1% | +0.4% | +34.7% | +34.7% |
| 30D | -22.1% | -2.6% | -19.5% | -14.7% |
| 3M | -33.3% | -3.2% | -30.1% | -25.4% |
| 6M | -61.3% | +0.9% | -62.3% | -60.9% |
| YTD | -67.3% | +11.3% | -78.6% | -74.0% |
| 1Y | -68.3% | +14.0% | -82.3% | -76.1% |
| All | -85.8% | +49.0% | -134.8% | -92.2% |
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