-45.5%
SRTA price history and return analytics
+135.7%
-181.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.3% |
| 7D | -1.1% | +1.0% | -2.1% | -2.1% |
| 30D | -8.3% | -0.2% | -8.1% | -8.0% |
| 3M | -9.5% | +4.5% | -14.1% | -13.0% |
| 6M | +17.0% | +14.1% | +2.9% | +4.2% |
| YTD | +10.4% | +14.8% | -4.4% | -2.1% |
| 1Y | +32.7% | +21.2% | +11.6% | +12.6% |
| 3Y | +75.2% | +76.6% | -1.3% | +15.0% |
| 5Y | -39.6% | +66.6% | -106.2% | -60.1% |
| All | -45.5% | +135.7% | -181.3% | -63.9% |
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