+17.0%
SVCO price history and return analytics
+13.3%
+3.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | 0.0% | +4.1% | +4.0% |
| 7D | -10.3% | -1.6% | -8.7% | -7.1% |
| 30D | -33.2% | -2.5% | -30.7% | -29.2% |
| 3M | -25.2% | -1.3% | -23.9% | -22.2% |
| 6M | -45.4% | +3.1% | -48.5% | -44.7% |
| YTD | +50.9% | +10.9% | +39.9% | +43.6% |
| All | +17.0% | +13.3% | +3.8% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling