+119.4%
SPNT vs VT
+215.5%
-96.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | +1.7% | -2.3% | +4.1% | +3.7% |
| 30D | +6.9% | -5.0% | +11.9% | +11.8% |
| 3M | +11.4% | -4.9% | +16.3% | +16.1% |
| 6M | +13.1% | -1.5% | +14.6% | +12.9% |
| YTD | +20.3% | +8.5% | +11.8% | +8.4% |
| 1Y | +35.9% | +11.4% | +24.6% | +19.2% |
| 3Y | +155.9% | +70.1% | +85.8% | +42.6% |
| 5Y | +168.4% | +53.7% | +114.7% | +65.5% |
| All | +119.4% | +215.5% | -96.1% | -35.4% |
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