-87.0%
SRG price history and return analytics
+63.7%
-150.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.1% |
| 7D | -12.0% | -2.0% | -10.0% | -9.6% |
| 30D | -20.4% | -1.4% | -19.0% | -18.9% |
| 3M | -28.5% | +4.7% | -33.2% | -33.1% |
| 6M | -30.5% | +11.4% | -41.9% | -40.1% |
| YTD | -41.2% | +13.1% | -54.3% | -50.5% |
| 1Y | -57.2% | +19.0% | -76.2% | -66.2% |
| 3Y | -74.6% | +73.9% | -148.5% | -88.4% |
| 5Y | -87.0% | +65.4% | -152.4% | -93.5% |
| All | -87.0% | +63.7% | -150.7% | -93.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling