+73.3%
SPG vs VT
+53.2%
+20.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | +3.0% |
| 7D | +5.0% | -4.2% | +9.2% | +9.2% |
| 30D | +12.3% | -5.8% | +18.1% | +18.6% |
| 3M | +1.9% | -5.2% | +7.1% | +6.8% |
| 6M | +14.4% | +0.1% | +14.3% | +12.8% |
| YTD | +26.5% | +8.2% | +18.3% | +14.5% |
| 1Y | +30.7% | +10.1% | +20.6% | +16.0% |
| 3Y | +122.6% | +69.7% | +53.0% | +22.2% |
| 5Y | +73.3% | +53.4% | +19.9% | +9.5% |
| All | +73.3% | +53.2% | +20.1% | +9.5% |
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