+67.6%
SRLN price history and return analytics
+302.5%
-234.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +0.5% | +2.4% | -1.9% | 0.0% |
| 30D | +0.7% | -1.5% | +2.2% | +1.0% |
| 3M | +0.6% | -4.1% | +4.7% | +1.4% |
| 6M | +2.4% | +0.6% | +1.8% | +2.1% |
| YTD | +3.1% | +11.0% | -8.0% | +0.7% |
| 1Y | +4.2% | +13.3% | -9.1% | +1.4% |
| 3Y | +22.1% | +73.4% | -51.3% | +8.2% |
| 5Y | +26.3% | +57.4% | -31.1% | +13.6% |
| 10Y | +56.3% | +221.7% | -165.4% | +22.1% |
| All | +67.6% | +302.5% | -234.9% | +29.9% |
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 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