+308.8%
SPOT vs VT
+156.9%
+151.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | -0.8% |
| 7D | -3.0% | -0.7% | -2.3% | -2.4% |
| 30D | +15.2% | -1.7% | +16.9% | +16.9% |
| 3M | +21.6% | -2.3% | +23.9% | +23.7% |
| 6M | +45.2% | +1.5% | +43.7% | +40.3% |
| YTD | +4.9% | +12.0% | -7.2% | -10.0% |
| 1Y | -4.8% | +12.9% | -17.6% | -19.0% |
| 3Y | +256.3% | +74.9% | +181.3% | +80.9% |
| 5Y | +120.2% | +59.9% | +60.3% | +26.5% |
| All | +308.8% | +156.9% | +151.9% | +60.1% |
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 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