+11.3%
SRTS price history and return analytics
+76.6%
-65.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.5% |
| 7D | -5.1% | +1.0% | -6.1% | -5.9% |
| 30D | +2.9% | -0.2% | +3.2% | +3.1% |
| 3M | +17.5% | +4.5% | +12.9% | +12.7% |
| 6M | -25.6% | +14.1% | -39.7% | -34.4% |
| YTD | -20.6% | +14.8% | -35.4% | -30.4% |
| 1Y | -2.2% | +21.2% | -23.4% | -18.4% |
| 3Y | +11.3% | +76.6% | -65.3% | -24.9% |
| All | +11.3% | +76.6% | -65.3% | -24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling