+181.1%
SRCE price history and return analytics
+221.8%
-40.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +1.4% | +2.4% | -1.0% | -0.9% |
| 30D | +5.0% | -1.5% | +6.5% | +6.4% |
| 3M | -0.1% | -4.1% | +4.1% | +3.7% |
| 6M | +24.4% | +0.6% | +23.8% | +22.6% |
| YTD | +44.1% | +11.0% | +33.1% | +28.2% |
| 1Y | +46.3% | +13.3% | +32.9% | +27.3% |
| 3Y | +100.3% | +73.4% | +26.9% | +13.6% |
| 5Y | +99.0% | +57.4% | +41.5% | +23.4% |
| All | +181.1% | +221.8% | -40.7% | -23.3% |
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