+15.6%
SRAD price history and return analytics
+74.2%
-58.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.4% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | -3.8% | -0.7% | -3.2% | -3.2% |
| 3M | -21.8% | +4.0% | -25.8% | -24.9% |
| 6M | -31.9% | +12.3% | -44.2% | -39.9% |
| YTD | -46.0% | +14.0% | -60.0% | -53.0% |
| 1Y | -58.9% | +20.3% | -79.2% | -66.3% |
| All | +15.6% | +74.2% | -58.6% | -46.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling