-12.9%
SRS price history and return analytics
+23.4%
-36.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -1.7% |
| 7D | +1.9% | +0.1% | +1.8% | +2.0% |
| 30D | +4.8% | +0.8% | +4.0% | +5.3% |
| 3M | -4.1% | +2.8% | -6.9% | -3.2% |
| 6M | -4.0% | +13.0% | -17.0% | +7.1% |
| YTD | -17.6% | +15.4% | -32.9% | -5.9% |
| All | -12.9% | +23.4% | -36.3% | +7.9% |
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 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