-99.7%
SURG price history and return analytics
+143.9%
-243.6%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.8% | -3.9% |
| 7D | 0.0% | -2.0% | +2.0% | +1.6% |
| 30D | -45.2% | -1.4% | -43.8% | -44.5% |
| 3M | -64.1% | +4.7% | -68.8% | -65.7% |
| 6M | -80.5% | +11.4% | -91.9% | -82.3% |
| YTD | -90.1% | +13.1% | -103.2% | -91.1% |
| 1Y | -94.2% | +19.0% | -113.2% | -95.0% |
| 3Y | -96.6% | +73.9% | -170.5% | -97.8% |
| 5Y | -97.2% | +65.4% | -162.6% | -98.1% |
| All | -99.7% | +143.9% | -243.6% | -99.8% |
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