+683.6%
SPGP vs VT
+364.9%
+318.6%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +1.7% |
| 7D | +5.2% | -0.3% | +5.5% | +5.5% |
| 30D | +6.4% | -1.4% | +7.8% | +7.8% |
| 3M | +0.1% | -1.4% | +1.5% | +1.3% |
| 6M | +11.1% | +5.5% | +5.6% | +5.2% |
| YTD | +13.4% | +12.8% | +0.6% | +0.6% |
| 1Y | +17.0% | +15.4% | +1.5% | +1.6% |
| 3Y | +46.0% | +76.9% | -30.8% | -15.2% |
| 5Y | +45.0% | +60.4% | -15.4% | -7.6% |
| 10Y | +335.9% | +232.8% | +103.1% | +57.8% |
| All | +683.6% | +364.9% | +318.6% | +143.1% |
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