+209.6%
SVM price history and return analytics
+65.7%
+143.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.9% |
| 7D | -1.8% | -0.1% | -1.7% | -1.6% |
| 30D | +2.8% | -0.7% | +3.5% | +3.9% |
| 3M | +24.6% | +4.0% | +20.6% | +19.1% |
| 6M | +8.6% | +12.3% | -3.7% | -4.7% |
| YTD | +50.6% | +14.0% | +36.6% | +30.9% |
| 1Y | +156.9% | +20.3% | +136.6% | +110.7% |
| 3Y | +431.9% | +75.4% | +356.5% | +181.0% |
| 5Y | +209.6% | +66.0% | +143.6% | +60.9% |
| All | +209.6% | +65.7% | +143.9% | +60.9% |
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