-41.9%
SPOG vs VT
+18.3%
-60.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -0.8% |
| 7D | +11.9% | +0.1% | +11.8% | +11.8% |
| 30D | +31.2% | +0.8% | +30.3% | +30.4% |
| 3M | +23.5% | +2.8% | +20.7% | +21.8% |
| 6M | -1.6% | +13.0% | -14.6% | -12.7% |
| YTD | -27.8% | +15.4% | -43.1% | -38.5% |
| All | -41.9% | +18.3% | -60.2% | -54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling