-10.3%
SRI price history and return analytics
+23.3%
-33.6%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | 0.0% | +4.6% | +4.7% |
| 7D | +4.3% | +0.4% | +3.9% | +3.3% |
| 30D | +0.3% | +1.0% | -0.7% | -1.7% |
| 3M | +0.9% | +2.4% | -1.4% | -3.8% |
| 6M | -3.5% | +12.0% | -15.5% | -23.6% |
| YTD | +29.2% | +15.3% | +13.9% | -2.7% |
| 1Y | -10.3% | +22.6% | -32.9% | -40.2% |
| All | -10.3% | +23.3% | -33.6% | -40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling