+15.0%
SPB vs VT
+215.5%
-200.6%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | +3.9% | -2.3% | +6.2% | +6.6% |
| 30D | +12.6% | -5.0% | +17.6% | +19.0% |
| 3M | -1.3% | -4.9% | +3.6% | +4.2% |
| 6M | +3.1% | -1.5% | +4.6% | +4.5% |
| YTD | +49.3% | +8.5% | +40.8% | +35.4% |
| 1Y | +62.4% | +11.4% | +51.0% | +42.7% |
| 3Y | +20.0% | +70.1% | -50.1% | -35.4% |
| 5Y | +0.9% | +53.7% | -52.8% | -38.7% |
| All | +15.0% | +215.5% | -200.6% | -66.9% |
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