-49.3%
SRTS price history and return analytics
+226.9%
-276.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.7% |
| 7D | -4.3% | -2.0% | -2.3% | -2.7% |
| 30D | +0.6% | -1.4% | +2.1% | +1.8% |
| 3M | +10.6% | +4.7% | +5.9% | +6.0% |
| 6M | -26.6% | +11.4% | -37.9% | -33.4% |
| YTD | -21.6% | +13.1% | -34.7% | -29.8% |
| 1Y | -2.5% | +19.0% | -21.5% | -16.4% |
| 3Y | +9.9% | +73.9% | -64.1% | -31.6% |
| 5Y | -12.7% | +65.4% | -78.1% | -43.4% |
| All | -49.3% | +226.9% | -276.1% | -74.5% |
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