-93.4%
SVC price history and return analytics
+224.4%
-317.7%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -3.1% |
| 7D | -14.0% | -0.7% | -13.3% | -12.8% |
| 30D | -8.2% | -1.7% | -6.4% | -5.4% |
| 3M | -33.0% | -2.3% | -30.7% | -30.2% |
| 6M | -31.5% | +1.5% | -33.1% | -33.5% |
| YTD | -39.8% | +12.0% | -51.8% | -50.9% |
| 1Y | -38.5% | +12.9% | -51.3% | -50.5% |
| 3Y | -82.4% | +74.9% | -157.3% | -93.0% |
| 5Y | -87.3% | +59.9% | -147.3% | -93.9% |
| 10Y | -93.4% | +224.6% | -318.0% | -98.5% |
| All | -93.4% | +224.4% | -317.7% | -98.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling