-80.4%
SVC price history and return analytics
+374.2%
-454.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -3.3% | +0.4% | -3.8% | -3.9% |
| 30D | -3.4% | +1.0% | -4.4% | -4.9% |
| 3M | -7.2% | +2.4% | -9.6% | -11.0% |
| 6M | -33.9% | +12.0% | -45.9% | -44.9% |
| YTD | -15.8% | +15.3% | -31.2% | -32.8% |
| 1Y | -43.9% | +22.6% | -66.4% | -59.0% |
| 3Y | -78.4% | +74.7% | -153.0% | -90.2% |
| 5Y | -82.6% | +66.1% | -148.7% | -91.1% |
| 10Y | -91.5% | +225.0% | -316.5% | -98.1% |
| All | -80.4% | +374.2% | -454.5% | -97.1% |
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 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