-99.9%
SRS price history and return analytics
+356.5%
-456.4%
-100.0%
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% | -0.6% |
| 7D | -1.4% | +2.4% | -3.7% | +3.4% |
| 30D | -12.4% | -1.5% | -10.9% | -14.8% |
| 3M | +2.9% | -4.1% | +7.1% | -5.0% |
| 6M | -2.3% | +0.6% | -2.8% | -1.6% |
| YTD | -18.7% | +11.0% | -29.7% | +1.2% |
| 1Y | -17.6% | +13.3% | -30.9% | +7.1% |
| 3Y | -45.2% | +73.4% | -118.6% | +86.3% |
| 5Y | -16.2% | +57.4% | -73.6% | +179.3% |
| 10Y | -85.7% | +221.7% | -307.4% | +249.6% |
| All | -99.9% | +356.5% | -456.4% | -65.6% |
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 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