+202.5%
SPHR vs VT
+165.4%
+37.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.4% |
| 7D | +10.1% | +2.9% | +7.2% | +6.2% |
| 30D | +20.7% | -2.5% | +23.2% | +24.4% |
| 3M | -29.4% | -3.3% | -26.0% | -26.6% |
| 6M | -9.0% | +1.5% | -10.6% | -11.2% |
| YTD | +30.1% | +11.4% | +18.7% | +13.1% |
| 1Y | +54.4% | +11.9% | +42.5% | +33.7% |
| 3Y | +244.0% | +73.9% | +170.1% | +83.4% |
| 5Y | +254.0% | +57.9% | +196.1% | +107.6% |
| All | +202.5% | +165.4% | +37.1% | +33.0% |
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 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