+104.9%
SR price history and return analytics
+222.7%
-117.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -1.2% | +2.9% | -4.1% | -2.9% |
| 30D | +10.1% | -2.5% | +12.6% | +11.6% |
| 3M | +7.7% | -3.3% | +11.0% | +9.6% |
| 6M | +3.9% | +1.5% | +2.4% | +2.2% |
| YTD | +9.8% | +11.4% | -1.6% | +1.4% |
| 1Y | +1.3% | +11.9% | -10.6% | -6.8% |
| 3Y | +76.5% | +73.9% | +2.6% | +19.3% |
| 5Y | +76.1% | +57.9% | +18.2% | +25.9% |
| All | +104.9% | +222.7% | -117.8% | -25.1% |
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