+301.8%
SVM price history and return analytics
+187.1%
+114.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.9% | -2.6% | -2.5% |
| 7D | -7.6% | -2.0% | -5.6% | -5.4% |
| 30D | -3.9% | -1.4% | -2.5% | -2.2% |
| 3M | +26.6% | +4.7% | +21.9% | +21.3% |
| 6M | -1.4% | +11.4% | -12.8% | -10.2% |
| YTD | +45.5% | +13.1% | +32.4% | +31.5% |
| 1Y | +143.1% | +19.0% | +124.1% | +110.1% |
| 3Y | +413.7% | +73.9% | +339.7% | +209.9% |
| 5Y | +197.6% | +65.4% | +132.2% | +87.3% |
| All | +301.8% | +187.1% | +114.8% | +68.4% |
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 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