+94.7%
SPHB vs VT
+69.7%
+25.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.3% |
| 7D | -6.6% | -2.3% | -4.2% | -2.7% |
| 30D | -17.2% | -5.0% | -12.3% | -9.5% |
| 3M | -11.7% | -4.9% | -6.8% | -3.3% |
| 6M | -8.6% | -1.5% | -7.1% | -4.8% |
| YTD | +10.3% | +8.5% | +1.8% | -1.6% |
| 1Y | +15.4% | +11.4% | +4.0% | -1.3% |
| 3Y | +94.7% | +70.1% | +24.6% | -16.0% |
| All | +94.7% | +69.7% | +25.0% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling