-99.9%
SRS price history and return analytics
+371.8%
-471.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | -0.7% |
| 7D | +0.9% | +1.0% | -0.1% | +3.0% |
| 30D | +5.4% | -0.2% | +5.7% | +5.0% |
| 3M | -0.3% | +4.5% | -4.8% | +8.3% |
| 6M | -6.0% | +14.1% | -20.0% | +22.7% |
| YTD | -16.1% | +14.8% | -30.8% | +11.1% |
| 1Y | -10.8% | +21.2% | -32.0% | +32.3% |
| 3Y | -36.1% | +76.6% | -112.6% | +127.2% |
| 5Y | -13.8% | +66.6% | -80.4% | +221.8% |
| 10Y | -81.6% | +222.3% | -303.9% | +347.4% |
| All | -99.9% | +371.8% | -471.7% | -62.2% |
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