-48.5%
SRAD price history and return analytics
+65.8%
-114.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.5% |
| 7D | +0.1% | -1.1% | +1.2% | +1.6% |
| 30D | -0.6% | -1.0% | +0.4% | +0.8% |
| 3M | -23.9% | +3.2% | -27.0% | -27.4% |
| 6M | -28.4% | +12.5% | -40.9% | -40.3% |
| YTD | -45.7% | +14.1% | -59.7% | -55.5% |
| 1Y | -57.0% | +18.9% | -75.9% | -66.9% |
| 3Y | +16.3% | +74.1% | -57.8% | -51.6% |
| All | -48.5% | +65.8% | -114.3% | -74.5% |
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 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