-100.0%
SVRE price history and return analytics
+72.7%
-172.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -3.9% |
| 7D | -15.4% | -2.0% | -13.4% | -14.4% |
| 30D | -37.4% | -1.4% | -36.0% | -36.9% |
| 3M | -43.8% | +4.7% | -48.6% | -45.4% |
| 6M | -10.1% | +11.4% | -21.4% | -15.0% |
| YTD | -56.0% | +13.1% | -69.1% | -58.9% |
| 1Y | -88.5% | +19.0% | -107.5% | -89.5% |
| All | -100.0% | +72.7% | -172.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling