+120.0%
SRE price history and return analytics
+226.9%
-106.9%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.6% |
| 7D | -0.7% | -2.0% | +1.3% | +0.7% |
| 30D | -1.7% | -1.4% | -0.3% | -0.8% |
| 3M | -7.1% | +4.7% | -11.8% | -10.4% |
| 6M | -8.4% | +11.4% | -19.7% | -15.9% |
| YTD | -3.5% | +13.1% | -16.6% | -12.6% |
| 1Y | +5.4% | +19.0% | -13.6% | -8.2% |
| 3Y | +29.5% | +73.9% | -44.4% | -15.7% |
| 5Y | +48.3% | +65.4% | -17.1% | -0.9% |
| All | +120.0% | +226.9% | -106.9% | -16.5% |
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