-100.0%
SRTY price history and return analytics
+437.7%
-537.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -1.8% |
| 7D | +5.3% | -2.3% | +7.7% | -1.3% |
| 30D | +3.5% | -5.0% | +8.4% | -11.1% |
| 3M | +28.3% | -4.9% | +33.2% | +11.7% |
| 6M | +11.6% | -1.5% | +13.1% | +13.3% |
| YTD | -32.5% | +8.5% | -41.0% | +1.1% |
| 1Y | -38.4% | +11.4% | -49.8% | +2.7% |
| 3Y | -83.6% | +70.1% | -153.7% | +64.1% |
| 5Y | -75.7% | +53.7% | -129.4% | +203.2% |
| 10Y | -99.6% | +220.0% | -319.6% | +70.7% |
| All | -100.0% | +437.7% | -537.7% | -53.0% |
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