+23.9%
SPPP vs VT
+74.5%
-50.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.7% |
| 7D | -1.3% | +2.9% | -4.2% | -3.9% |
| 30D | -9.6% | -2.5% | -7.1% | -7.5% |
| 3M | -18.0% | -3.3% | -14.7% | -15.3% |
| 6M | -29.1% | +1.5% | -30.6% | -29.7% |
| YTD | -30.5% | +11.4% | -41.8% | -35.3% |
| 1Y | -19.0% | +11.9% | -30.9% | -24.8% |
| All | +23.9% | +74.5% | -50.6% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling