-95.9%
SRG price history and return analytics
+229.8%
-325.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.8% |
| 7D | -7.7% | -1.1% | -6.6% | -6.1% |
| 30D | -17.6% | -1.0% | -16.6% | -16.3% |
| 3M | -27.5% | +3.2% | -30.7% | -31.3% |
| 6M | -31.9% | +12.5% | -44.4% | -43.6% |
| YTD | -40.9% | +14.1% | -55.0% | -52.3% |
| 1Y | -56.3% | +18.9% | -75.2% | -66.7% |
| 3Y | -74.9% | +74.1% | -149.0% | -89.7% |
| 5Y | -86.9% | +66.9% | -153.8% | -94.1% |
| All | -95.9% | +229.8% | -325.6% | -99.1% |
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