-35.4%
SPAI vs VT
+34.4%
-69.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.1% | -5.4% | -3.1% |
| 7D | -18.6% | -4.2% | -14.4% | -12.7% |
| 30D | -32.7% | -5.8% | -26.9% | -25.9% |
| 3M | -36.8% | -5.2% | -31.6% | -31.0% |
| 6M | -35.8% | +0.1% | -35.9% | -34.9% |
| YTD | -33.7% | +8.2% | -41.9% | -39.4% |
| 1Y | -51.4% | +10.1% | -61.5% | -56.4% |
| All | -35.4% | +34.4% | -69.8% | -40.3% |
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