+170.6%
SPNT vs VT
+74.4%
+96.1%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.1% | +3.9% |
| 7D | +6.1% | -0.1% | +6.3% | +6.0% |
| 30D | +9.7% | -3.1% | +12.8% | +11.2% |
| 3M | +20.7% | -3.5% | +24.2% | +22.6% |
| 6M | +16.8% | +0.5% | +16.3% | +15.3% |
| YTD | +25.1% | +10.8% | +14.3% | +15.1% |
| 1Y | +35.8% | +11.9% | +23.9% | +24.1% |
| 3Y | +170.6% | +73.0% | +97.6% | +72.3% |
| All | +170.6% | +74.4% | +96.1% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling