+5.8%
SRET price history and return analytics
+221.8%
-216.0%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | -1.9% | +2.4% | -4.2% | -3.9% |
| 30D | +3.3% | -1.5% | +4.8% | +4.5% |
| 3M | -9.3% | -4.1% | -5.2% | -6.1% |
| 6M | -7.7% | +0.6% | -8.3% | -8.8% |
| YTD | -2.3% | +11.0% | -13.3% | -12.1% |
| 1Y | -0.6% | +13.3% | -13.9% | -12.3% |
| 3Y | +31.5% | +73.4% | -41.9% | -23.9% |
| 5Y | +1.5% | +57.4% | -56.0% | -35.7% |
| All | +5.8% | +221.8% | -216.0% | -63.9% |
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