+113.0%
SPOT vs VT
+66.2%
+46.8%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.1% | -3.1% |
| 7D | -0.9% | +0.4% | -1.4% | -1.5% |
| 30D | +12.5% | +1.0% | +11.5% | +10.9% |
| 3M | +9.9% | +2.4% | +7.5% | +5.2% |
| 6M | +1.6% | +12.0% | -10.4% | -15.3% |
| YTD | -6.6% | +15.3% | -21.9% | -25.7% |
| 1Y | -22.9% | +22.6% | -45.5% | -44.5% |
| 3Y | +244.3% | +74.7% | +169.6% | +36.9% |
| All | +113.0% | +66.2% | +46.8% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling