-57.4%
SVV price history and return analytics
+77.4%
-134.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.3% | +0.2% |
| 7D | -6.7% | -1.1% | -5.6% | -5.5% |
| 30D | -9.0% | -1.0% | -8.0% | -7.9% |
| 3M | -2.2% | +3.2% | -5.4% | -5.2% |
| 6M | +21.4% | +12.5% | +8.9% | +7.9% |
| YTD | +4.4% | +14.1% | -9.7% | -8.5% |
| 1Y | -23.4% | +18.9% | -42.3% | -35.5% |
| 3Y | -56.3% | +74.1% | -130.4% | -77.8% |
| All | -57.4% | +77.4% | -134.8% | -78.5% |
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