+169.9%
SPB vs VT
+363.9%
-194.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +1.7% | +6.0% | +6.5% |
| 7D | +14.9% | -0.3% | +15.2% | +15.2% |
| 30D | +20.5% | -1.4% | +21.9% | +21.7% |
| 3M | +1.2% | -1.4% | +2.6% | +2.2% |
| 6M | +16.0% | +5.5% | +10.5% | +11.7% |
| YTD | +57.7% | +12.8% | +44.9% | +44.8% |
| 1Y | +72.8% | +15.4% | +57.4% | +56.0% |
| 3Y | +27.3% | +76.9% | -49.6% | -14.1% |
| 5Y | +8.5% | +60.4% | -51.9% | -21.3% |
| 10Y | +25.7% | +232.8% | -207.1% | -37.8% |
| All | +169.9% | +363.9% | -194.0% | +10.6% |
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