+62.7%
SPDV vs VT
+53.4%
+9.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.9% |
| 7D | -1.1% | -2.3% | +1.2% | +0.6% |
| 30D | +5.8% | -5.0% | +10.8% | +9.7% |
| 3M | +3.1% | -4.9% | +8.0% | +6.8% |
| 6M | +10.2% | -1.5% | +11.7% | +10.7% |
| YTD | +22.5% | +8.5% | +14.1% | +13.6% |
| 1Y | +26.9% | +11.4% | +15.5% | +15.1% |
| 3Y | +73.3% | +70.1% | +3.3% | +10.8% |
| All | +62.7% | +53.4% | +9.3% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling