+206.2%
SPHR vs VT
+53.2%
+153.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -4.1% | +7.3% | +8.8% |
| 7D | -0.7% | -4.2% | +3.5% | +5.0% |
| 30D | +6.6% | -5.8% | +12.4% | +15.4% |
| 3M | -30.1% | -5.2% | -24.8% | -24.9% |
| 6M | -17.8% | +0.1% | -17.9% | -18.6% |
| YTD | +18.1% | +8.2% | +9.9% | +4.9% |
| 1Y | +53.0% | +10.1% | +42.9% | +32.7% |
| 3Y | +207.8% | +69.7% | +138.2% | +55.8% |
| 5Y | +206.2% | +53.4% | +152.8% | +94.8% |
| All | +206.2% | +53.2% | +153.0% | +94.8% |
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