-96.9%
SURG price history and return analytics
+65.7%
-162.6%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.9% | +4.0% | +4.0% |
| 7D | +4.2% | -1.1% | +5.3% | +5.3% |
| 30D | -36.6% | -1.0% | -35.6% | -35.9% |
| 3M | -61.6% | +3.2% | -64.8% | -63.0% |
| 6M | -80.3% | +12.5% | -92.8% | -82.6% |
| YTD | -89.6% | +14.1% | -103.7% | -91.0% |
| 1Y | -94.0% | +18.9% | -112.9% | -94.9% |
| 3Y | -96.5% | +74.1% | -170.6% | -97.9% |
| All | -96.9% | +65.7% | -162.6% | -98.2% |
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