+65.1%
SPDV vs VT
+57.4%
+7.7%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.6% | -1.2% | -0.5% |
| 7D | 0.0% | +0.4% | -0.4% | -0.4% |
| 30D | +7.3% | -2.6% | +9.9% | +9.3% |
| 3M | +3.5% | -3.2% | +6.8% | +5.9% |
| 6M | +12.0% | +0.9% | +11.1% | +10.5% |
| YTD | +24.3% | +11.3% | +13.0% | +13.0% |
| 1Y | +27.6% | +14.0% | +13.6% | +13.8% |
| 3Y | +79.7% | +75.8% | +3.9% | +12.0% |
| 5Y | +65.1% | +57.8% | +7.2% | +9.8% |
| All | +65.1% | +57.4% | +7.7% | +9.8% |
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