+127.3%
SPDV vs VT
+148.3%
-21.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -1.1% | -2.3% | +1.2% | +0.9% |
| 30D | +5.8% | -5.0% | +10.8% | +10.5% |
| 3M | +3.1% | -4.9% | +8.0% | +7.6% |
| 6M | +10.2% | -1.5% | +11.7% | +10.9% |
| YTD | +22.5% | +8.5% | +14.1% | +12.1% |
| 1Y | +26.9% | +11.4% | +15.5% | +13.2% |
| 3Y | +73.3% | +70.1% | +3.3% | +2.8% |
| 5Y | +62.7% | +53.7% | +9.0% | +5.9% |
| All | +127.3% | +148.3% | -21.0% | -11.4% |
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