-87.2%
SRZN price history and return analytics
+65.7%
-152.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -3.1% |
| 7D | -16.5% | -1.1% | -15.4% | -15.7% |
| 30D | -21.5% | -1.0% | -20.5% | -20.8% |
| 3M | -18.7% | +3.2% | -21.9% | -20.8% |
| 6M | -29.5% | +12.5% | -42.0% | -35.7% |
| YTD | -15.9% | +14.1% | -30.0% | -23.8% |
| 1Y | +66.5% | +18.9% | +47.6% | +46.6% |
| 3Y | +143.1% | +74.1% | +69.0% | +57.0% |
| All | -87.2% | +65.7% | -152.8% | -91.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling