+18.1%
SPB vs VT
+214.8%
-196.7%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +1.8% |
| 7D | +9.2% | -4.2% | +13.4% | +14.5% |
| 30D | +16.1% | -5.8% | +21.9% | +23.9% |
| 3M | -1.0% | -5.2% | +4.2% | +4.9% |
| 6M | +9.4% | +0.1% | +9.2% | +8.8% |
| YTD | +53.4% | +8.2% | +45.2% | +39.5% |
| 1Y | +65.3% | +10.1% | +55.2% | +47.1% |
| 3Y | +23.8% | +69.7% | -45.8% | -33.1% |
| 5Y | +3.7% | +53.4% | -49.7% | -36.9% |
| All | +18.1% | +214.8% | -196.7% | -65.9% |
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