-100.0%
SRTY price history and return analytics
+471.6%
-571.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | 0.0% | +0.4% | -0.5% | +1.6% |
| 30D | +4.5% | +1.0% | +3.5% | +8.4% |
| 3M | -5.1% | +2.4% | -7.4% | +6.0% |
| 6M | -34.4% | +12.0% | -46.4% | +4.7% |
| YTD | -45.9% | +15.3% | -61.3% | -2.9% |
| 1Y | -53.9% | +22.6% | -76.5% | +5.8% |
| 3Y | -82.6% | +74.7% | -157.3% | +91.3% |
| 5Y | -84.5% | +66.1% | -150.6% | +150.1% |
| 10Y | -99.6% | +225.0% | -324.6% | +73.8% |
| All | -100.0% | +471.6% | -571.6% | -54.9% |
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