+69.2%
SPPP vs VT
+215.5%
-146.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.2% |
| 7D | +5.2% | -2.3% | +7.6% | +6.8% |
| 30D | -6.9% | -5.0% | -2.0% | -3.8% |
| 3M | -16.1% | -4.9% | -11.2% | -13.2% |
| 6M | -27.0% | -1.5% | -25.4% | -25.9% |
| YTD | -29.6% | +8.5% | -38.1% | -32.2% |
| 1Y | -11.8% | +11.4% | -23.2% | -16.4% |
| 3Y | +15.0% | +70.1% | -55.0% | -15.3% |
| 5Y | -22.2% | +53.7% | -76.0% | -39.9% |
| All | +69.2% | +215.5% | -146.3% | -16.0% |
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