-21.6%
SRV price history and return analytics
+356.5%
-378.1%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +5.4% | +2.4% | +3.1% | +3.4% |
| 30D | -16.5% | -1.5% | -15.0% | -15.3% |
| 3M | -22.1% | -4.1% | -18.0% | -19.2% |
| 6M | -22.4% | +0.6% | -23.0% | -23.1% |
| YTD | +2.8% | +11.0% | -8.2% | -7.0% |
| 1Y | +0.1% | +13.3% | -13.3% | -11.2% |
| 3Y | +56.6% | +73.4% | -16.8% | -5.1% |
| 5Y | +97.9% | +57.4% | +40.5% | +29.4% |
| 10Y | +130.7% | +221.7% | -91.1% | -13.8% |
| All | -21.6% | +356.5% | -378.1% | -82.1% |
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