+44.5%
SPOK vs VT
+215.5%
-171.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -1.9% | -2.3% | +0.4% | -0.5% |
| 30D | +6.4% | -5.0% | +11.4% | +9.8% |
| 3M | +7.1% | -4.9% | +12.0% | +10.3% |
| 6M | +17.3% | -1.5% | +18.9% | +17.8% |
| YTD | -2.9% | +8.5% | -11.4% | -9.1% |
| 1Y | -1.4% | +11.4% | -12.7% | -9.4% |
| 3Y | -2.3% | +70.1% | -72.3% | -33.3% |
| 5Y | +85.6% | +53.7% | +31.8% | +35.3% |
| All | +44.5% | +215.5% | -171.1% | -40.5% |
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