-86.6%
SVC price history and return analytics
+57.5%
-144.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +3.7% |
| 7D | +0.9% | +2.9% | -2.0% | -3.9% |
| 30D | -5.6% | -2.5% | -3.1% | -1.6% |
| 3M | -34.0% | -3.3% | -30.7% | -30.1% |
| 6M | -30.5% | +1.5% | -32.0% | -32.5% |
| YTD | -38.1% | +11.4% | -49.5% | -49.1% |
| 1Y | -35.7% | +11.9% | -47.6% | -47.6% |
| 3Y | -81.9% | +73.9% | -155.8% | -93.1% |
| All | -86.6% | +57.5% | -144.1% | -93.4% |
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