-93.8%
SPPL vs VT
+66.0%
-159.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.1% | -8.5% | -12.1% |
| 7D | +13.5% | -4.2% | +17.7% | +14.1% |
| 30D | +22.0% | -5.8% | +27.8% | +22.7% |
| 3M | +20.8% | -5.2% | +26.0% | +21.4% |
| 6M | -7.6% | +0.1% | -7.7% | -6.9% |
| YTD | -42.6% | +8.2% | -50.8% | -41.6% |
| 1Y | -56.0% | +10.1% | -66.2% | -55.5% |
| 3Y | -94.0% | +69.7% | -163.7% | -93.4% |
| All | -93.8% | +66.0% | -159.7% | -93.3% |
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