-68.0%
SRI price history and return analytics
+357.6%
-425.6%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.6% | +5.8% | +4.2% |
| 7D | -6.2% | +0.4% | -6.6% | -5.9% |
| 30D | -14.8% | -2.6% | -12.2% | -10.1% |
| 3M | -27.5% | -3.2% | -24.2% | -22.7% |
| 6M | -29.2% | +0.9% | -30.1% | -29.2% |
| YTD | -6.6% | +11.3% | -17.9% | -18.6% |
| 1Y | -12.3% | +14.0% | -26.3% | -26.5% |
| 3Y | -65.8% | +75.8% | -141.6% | -84.5% |
| 5Y | -74.9% | +57.8% | -132.7% | -86.7% |
| 10Y | -63.9% | +219.8% | -283.7% | -94.0% |
| All | -68.0% | +357.6% | -425.6% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling