-83.7%
SVC price history and return analytics
+363.9%
-447.5%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | -1.3% |
| 7D | -0.3% | -0.3% | 0.0% | +0.1% |
| 30D | -0.8% | -1.4% | +0.7% | +1.5% |
| 3M | -20.2% | -1.4% | -18.8% | -18.5% |
| 6M | -15.1% | +5.5% | -20.6% | -21.6% |
| YTD | -30.0% | +12.8% | -42.8% | -42.2% |
| 1Y | -34.6% | +15.4% | -50.0% | -47.8% |
| 3Y | -81.4% | +76.9% | -158.3% | -91.8% |
| 5Y | -85.1% | +60.4% | -145.5% | -92.0% |
| 10Y | -92.0% | +232.8% | -324.8% | -98.2% |
| All | -83.7% | +363.9% | -447.5% | -97.5% |
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 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