+197.0%
SPHR vs VT
+165.2%
+31.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | -2.1% |
| 7D | +15.6% | +0.4% | +15.3% | +14.6% |
| 30D | +14.1% | -2.6% | +16.7% | +17.6% |
| 3M | -23.9% | -3.2% | -20.7% | -21.0% |
| 6M | -8.9% | +0.9% | -9.9% | -10.6% |
| YTD | +27.7% | +11.3% | +16.4% | +11.1% |
| 1Y | +57.5% | +14.0% | +43.5% | +33.1% |
| 3Y | +254.3% | +75.8% | +178.5% | +86.7% |
| 5Y | +222.5% | +57.8% | +164.6% | +89.2% |
| All | +197.0% | +165.2% | +31.7% | +30.6% |
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