+18.4%
SPBX vs VT
+35.1%
-16.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -0.3% | -0.1% | -0.1% | -0.2% |
| 30D | -1.8% | -3.1% | +1.3% | -0.2% |
| 3M | -0.5% | -3.5% | +3.0% | +1.2% |
| 6M | +3.0% | +0.5% | +2.5% | +2.5% |
| YTD | +7.7% | +10.8% | -3.0% | +1.4% |
| 1Y | +9.1% | +11.9% | -2.8% | +2.1% |
| All | +18.4% | +35.1% | -16.8% | -2.3% |
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 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