-57.9%
SVV price history and return analytics
+75.8%
-133.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.1% |
| 7D | -6.1% | -2.0% | -4.1% | -4.1% |
| 30D | -18.3% | -1.4% | -16.9% | -17.0% |
| 3M | +1.3% | +4.7% | -3.5% | -3.3% |
| 6M | +13.8% | +11.4% | +2.5% | +2.2% |
| YTD | +3.2% | +13.1% | -9.8% | -8.7% |
| 1Y | -23.7% | +19.0% | -42.8% | -35.8% |
| 3Y | -57.8% | +73.9% | -131.8% | -78.5% |
| All | -57.9% | +75.8% | -133.8% | -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 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