+188.0%
SPFI vs VT
+156.2%
+31.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +4.5% | +0.4% | +4.1% | +4.1% |
| 30D | +0.7% | +1.0% | -0.3% | -0.2% |
| 3M | +11.6% | +2.4% | +9.2% | +8.6% |
| 6M | +9.6% | +12.0% | -2.4% | -2.1% |
| YTD | +19.0% | +15.3% | +3.7% | +3.2% |
| 1Y | +13.0% | +22.6% | -9.6% | -7.7% |
| 3Y | +76.8% | +74.7% | +2.1% | +3.2% |
| 5Y | +113.8% | +66.1% | +47.7% | +30.7% |
| All | +188.0% | +156.2% | +31.8% | +6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling