+162.5%
SPB vs VT
+345.0%
-182.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.3% | +0.1% |
| 7D | +9.2% | -4.2% | +13.4% | +12.6% |
| 30D | +16.1% | -5.8% | +21.9% | +21.0% |
| 3M | -1.0% | -5.2% | +4.2% | +2.7% |
| 6M | +9.4% | +0.1% | +9.2% | +9.2% |
| YTD | +53.4% | +8.2% | +45.2% | +45.0% |
| 1Y | +65.3% | +10.1% | +55.2% | +54.2% |
| 3Y | +23.8% | +69.7% | -45.8% | -13.9% |
| 5Y | +3.7% | +53.4% | -49.7% | -22.4% |
| 10Y | +22.3% | +219.2% | -197.0% | -37.7% |
| All | +162.5% | +345.0% | -182.5% | +10.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling