+85.4%
SR price history and return analytics
+229.7%
-144.3%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.5% | -1.8% |
| 7D | -1.4% | -0.1% | -1.3% | -1.3% |
| 30D | +0.7% | -0.7% | +1.4% | +1.1% |
| 3M | +2.8% | +4.0% | -1.2% | 0.0% |
| 6M | -9.4% | +12.3% | -21.7% | -16.4% |
| YTD | +0.6% | +14.0% | -13.4% | -8.2% |
| 1Y | +12.1% | +20.3% | -8.2% | -1.4% |
| 3Y | +56.2% | +75.4% | -19.3% | +5.3% |
| 5Y | +53.3% | +66.0% | -12.6% | +5.9% |
| All | +85.4% | +229.7% | -144.3% | -29.8% |
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 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