-39.5%
SVRA price history and return analytics
+192.3%
-231.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.2% |
| 7D | -1.3% | -1.1% | -0.2% | -0.3% |
| 30D | -7.0% | -1.0% | -6.0% | -6.2% |
| 3M | +0.6% | +3.2% | -2.6% | -2.4% |
| 6M | -4.2% | +12.5% | -16.6% | -13.8% |
| YTD | -12.1% | +14.1% | -26.2% | -22.1% |
| 1Y | +47.6% | +18.9% | +28.7% | +26.4% |
| 3Y | +39.1% | +74.1% | -35.0% | -14.8% |
| 5Y | +265.5% | +66.9% | +198.7% | +131.5% |
| All | -39.5% | +192.3% | -231.8% | -78.7% |
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