+101.1%
SPNT vs VT
+270.0%
-168.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.1% | +5.8% | +5.5% |
| 7D | +1.2% | -4.2% | +5.4% | +5.0% |
| 30D | +6.7% | -5.8% | +12.5% | +12.4% |
| 3M | +11.3% | -5.2% | +16.5% | +16.4% |
| 6M | +12.9% | +0.1% | +12.8% | +10.8% |
| YTD | +20.0% | +8.2% | +11.8% | +8.7% |
| 1Y | +35.3% | +10.1% | +25.1% | +20.4% |
| 3Y | +154.3% | +69.7% | +84.6% | +45.1% |
| 5Y | +167.8% | +53.4% | +114.4% | +67.9% |
| 10Y | +121.7% | +219.2% | -97.5% | -31.6% |
| All | +101.1% | +270.0% | -168.8% | -43.6% |
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