+312.3%
SPOT vs VT
+148.2%
+164.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.1% | +2.0% | +2.4% |
| 7D | +10.3% | -4.2% | +14.4% | +15.3% |
| 30D | +25.9% | -5.8% | +31.7% | +33.7% |
| 3M | +27.4% | -5.2% | +32.7% | +34.2% |
| 6M | +46.5% | +0.1% | +46.3% | +43.5% |
| YTD | +5.8% | +8.2% | -2.4% | -5.7% |
| 1Y | -0.9% | +10.1% | -11.0% | -13.5% |
| 3Y | +261.5% | +69.7% | +191.8% | +89.9% |
| 5Y | +112.6% | +53.4% | +59.2% | +27.8% |
| All | +312.3% | +148.2% | +164.1% | +67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling