-51.4%
SPAI vs VT
+10.7%
-62.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.1% | -5.4% | -1.0% |
| 7D | -18.6% | -4.2% | -14.4% | -10.7% |
| 30D | -32.7% | -5.8% | -26.9% | -23.5% |
| 3M | -36.8% | -5.2% | -31.6% | -29.1% |
| 6M | -35.8% | +0.1% | -35.9% | -35.7% |
| YTD | -33.7% | +8.2% | -41.9% | -45.4% |
| 1Y | -51.4% | +10.1% | -61.5% | -61.7% |
| All | -51.4% | +10.7% | -62.1% | -61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling