-17.6%
SPLB vs VT
+53.2%
-70.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.0% | +1.2% |
| 7D | +0.2% | -4.2% | +4.4% | +1.5% |
| 30D | +3.6% | -5.8% | +9.4% | +5.4% |
| 3M | -2.0% | -5.2% | +3.2% | -0.5% |
| 6M | -3.3% | +0.1% | -3.4% | -3.5% |
| YTD | -3.2% | +8.2% | -11.4% | -5.8% |
| 1Y | -3.2% | +10.1% | -13.4% | -6.3% |
| 3Y | +15.8% | +69.7% | -53.9% | -2.9% |
| 5Y | -17.6% | +53.4% | -71.0% | -32.7% |
| All | -17.6% | +53.2% | -70.8% | -32.7% |
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