+160.8%
SPB vs VT
+374.2%
-213.3%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.2% | +0.4% | -0.7% | -0.5% |
| 30D | -1.7% | +1.0% | -2.6% | -2.3% |
| 3M | +8.9% | +2.4% | +6.5% | +7.0% |
| 6M | +16.2% | +12.0% | +4.2% | +7.5% |
| YTD | +52.4% | +15.3% | +37.1% | +37.9% |
| 1Y | +62.7% | +22.6% | +40.2% | +40.9% |
| 3Y | +13.7% | +74.7% | -61.0% | -22.6% |
| 5Y | +26.6% | +66.1% | -39.5% | -10.3% |
| 10Y | +9.0% | +225.0% | -216.0% | -45.7% |
| All | +160.8% | +374.2% | -213.3% | +5.3% |
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 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