-40.0%
SRL price history and return analytics
+226.9%
-266.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.0% |
| 7D | 0.0% | -2.0% | +2.0% | +1.0% |
| 30D | -4.4% | -1.4% | -3.0% | -3.7% |
| 3M | -8.0% | +4.7% | -12.7% | -10.2% |
| 6M | -36.0% | +11.4% | -47.3% | -39.5% |
| YTD | -34.0% | +13.1% | -47.1% | -38.3% |
| 1Y | +7.8% | +19.0% | -11.2% | -1.7% |
| 3Y | -6.8% | +73.9% | -80.7% | -30.9% |
| 5Y | -47.0% | +65.4% | -112.3% | -59.8% |
| All | -40.0% | +226.9% | -266.9% | -72.9% |
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