-94.4%
SRL price history and return analytics
+355.4%
-449.9%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.1% | -6.2% |
| 7D | -6.2% | -0.1% | -6.0% | -6.0% |
| 30D | -25.3% | -3.1% | -22.2% | -23.3% |
| 3M | -35.1% | -3.5% | -31.6% | -33.1% |
| 6M | -39.9% | +0.5% | -40.4% | -40.2% |
| YTD | -55.4% | +10.8% | -66.2% | -59.1% |
| 1Y | -35.6% | +11.9% | -47.5% | -41.4% |
| 3Y | -7.2% | +73.0% | -80.2% | -42.0% |
| 5Y | -61.2% | +58.6% | -119.8% | -74.5% |
| 10Y | -58.5% | +219.2% | -277.7% | -86.4% |
| All | -94.4% | +355.4% | -449.9% | -98.8% |
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