-45.5%
SPOG vs VT
+18.3%
-63.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.3% |
| 7D | -2.6% | +0.4% | -3.0% | -2.8% |
| 30D | +22.4% | +1.0% | +21.4% | +21.6% |
| 3M | +13.5% | +2.4% | +11.1% | +12.4% |
| 6M | -12.9% | +12.0% | -24.9% | -21.6% |
| YTD | -32.3% | +15.3% | -47.7% | -42.4% |
| All | -45.5% | +18.3% | -63.8% | -57.0% |
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