+48.6%
SPHD vs VT
+53.2%
-4.6%
-19.5%
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% | +1.3% |
| 7D | +2.2% | -4.2% | +6.4% | +4.5% |
| 30D | +9.3% | -5.8% | +15.1% | +12.7% |
| 3M | +2.0% | -5.2% | +7.3% | +4.8% |
| 6M | +8.5% | +0.1% | +8.4% | +7.7% |
| YTD | +14.6% | +8.2% | +6.4% | +8.4% |
| 1Y | +17.7% | +10.1% | +7.5% | +10.1% |
| 3Y | +51.9% | +69.7% | -17.8% | +7.0% |
| 5Y | +48.6% | +53.4% | -4.8% | +6.9% |
| All | +48.6% | +53.2% | -4.6% | +6.9% |
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