+122.4%
SPBC vs VT
+75.1%
+47.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +0.4% | +0.4% | 0.0% | -0.1% |
| 30D | +2.2% | +1.0% | +1.2% | +1.0% |
| 3M | +4.7% | +2.4% | +2.3% | +1.8% |
| 6M | +14.4% | +12.0% | +2.4% | +0.1% |
| YTD | +12.9% | +15.3% | -2.4% | -4.6% |
| 1Y | +16.8% | +22.6% | -5.8% | -8.2% |
| 3Y | +104.7% | +74.7% | +30.0% | +6.2% |
| 5Y | +99.5% | +66.1% | +33.4% | +10.3% |
| All | +122.4% | +75.1% | +47.4% | +16.7% |
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