-82.2%
SRS price history and return analytics
+229.8%
-312.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -0.2% |
| 7D | +2.5% | -1.1% | +3.6% | +0.7% |
| 30D | +5.6% | -1.0% | +6.6% | +4.0% |
| 3M | +6.5% | +3.2% | +3.3% | +11.8% |
| 6M | -6.0% | +12.5% | -18.4% | +15.5% |
| YTD | -14.2% | +14.1% | -28.3% | +8.2% |
| 1Y | -6.1% | +18.9% | -25.0% | +27.7% |
| 3Y | -34.7% | +74.1% | -108.8% | +93.6% |
| 5Y | -17.4% | +66.9% | -84.3% | +168.8% |
| All | -82.2% | +229.8% | -312.0% | +182.6% |
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