-100.0%
SVRE price history and return analytics
+86.3%
-186.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -7.3% | -1.1% | -6.2% | -6.7% |
| 30D | -34.8% | -1.0% | -33.8% | -34.5% |
| 3M | -43.3% | +3.2% | -46.5% | -44.3% |
| 6M | -10.4% | +12.5% | -22.9% | -15.2% |
| YTD | -55.8% | +14.1% | -69.9% | -58.6% |
| 1Y | -88.2% | +18.9% | -107.1% | -89.1% |
| 3Y | -100.0% | +74.1% | -174.1% | -100.0% |
| All | -100.0% | +86.3% | -186.3% | -100.0% |
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 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