+248.4%
SPHR vs VT
+174.9%
+73.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.5% | +0.4% | +0.1% | 0.0% |
| 30D | -11.3% | +1.0% | -12.3% | -12.3% |
| 3M | +0.2% | +2.4% | -2.2% | -2.7% |
| 6M | +22.8% | +12.0% | +10.8% | +6.9% |
| YTD | +49.8% | +15.3% | +34.5% | +25.2% |
| 1Y | +194.0% | +22.6% | +171.4% | +128.1% |
| 3Y | +289.8% | +74.7% | +215.1% | +106.7% |
| 5Y | +282.5% | +66.1% | +216.3% | +112.9% |
| All | +248.4% | +174.9% | +73.5% | +47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling