+317.5%
SPGP vs VT
+214.8%
+102.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +2.5% |
| 7D | +2.1% | -4.2% | +6.3% | +7.0% |
| 30D | +3.5% | -5.8% | +9.3% | +10.6% |
| 3M | -2.2% | -5.2% | +3.1% | +3.7% |
| 6M | +8.5% | +0.1% | +8.3% | +7.6% |
| YTD | +11.1% | +8.2% | +2.8% | +0.6% |
| 1Y | +14.1% | +10.1% | +4.0% | +1.3% |
| 3Y | +43.0% | +69.7% | -26.7% | -23.1% |
| 5Y | +42.4% | +53.4% | -10.9% | -13.6% |
| All | +317.5% | +214.8% | +102.7% | +15.2% |
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 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