+209.3%
SPHR vs VT
+167.0%
+42.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +2.0% |
| 7D | +16.2% | -0.7% | +16.9% | +16.7% |
| 30D | +21.4% | -1.7% | +23.2% | +23.9% |
| 3M | -22.1% | -2.3% | -19.8% | -20.1% |
| 6M | -0.4% | +1.5% | -1.9% | -2.8% |
| YTD | +33.0% | +12.0% | +20.9% | +14.8% |
| 1Y | +61.9% | +12.9% | +49.0% | +38.6% |
| 3Y | +251.7% | +74.9% | +176.8% | +86.1% |
| 5Y | +254.5% | +59.9% | +194.6% | +105.1% |
| All | +209.3% | +167.0% | +42.3% | +34.9% |
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 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