+84.5%
SPD vs VT
+120.1%
-35.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.1% | +0.4% | -0.4% | -0.3% |
| 30D | -1.4% | +1.0% | -2.3% | -2.1% |
| 3M | +1.5% | +2.4% | -0.9% | -0.4% |
| 6M | +10.4% | +12.0% | -1.6% | +0.7% |
| YTD | +8.7% | +15.3% | -6.6% | -3.2% |
| 1Y | +11.2% | +22.6% | -11.4% | -5.6% |
| 3Y | +59.3% | +74.7% | -15.4% | +3.3% |
| 5Y | +42.2% | +66.1% | -24.0% | -2.2% |
| All | +84.5% | +120.1% | -35.6% | -5.1% |
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