-93.7%
SPPL vs VT
+70.1%
-163.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.7% | +6.7% |
| 7D | +28.6% | -1.6% | +30.2% | +28.6% |
| 30D | +19.6% | -2.5% | +22.1% | +19.6% |
| 3M | -31.9% | -1.3% | -30.6% | -31.9% |
| 6M | -4.0% | +3.1% | -7.1% | -3.8% |
| YTD | -42.2% | +10.9% | -53.1% | -41.5% |
| 1Y | -60.2% | +12.1% | -72.3% | -59.8% |
| 3Y | -94.0% | +73.9% | -167.9% | -93.3% |
| All | -93.7% | +70.1% | -163.8% | -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