-44.5%
SRAD price history and return analytics
+13.3%
-57.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.3% | 0.0% | +10.3% | +10.3% |
| 7D | +16.1% | -1.6% | +17.7% | +17.0% |
| 30D | +20.7% | -2.5% | +23.2% | +22.3% |
| 3M | +15.1% | -1.3% | +16.4% | +16.2% |
| 6M | +7.1% | +3.1% | +4.0% | +6.0% |
| YTD | -40.3% | +10.9% | -51.2% | -41.5% |
| All | -44.5% | +13.3% | -57.8% | -46.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling