+19.8%
SPPP vs VT
+311.3%
-291.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.1% | +6.3% | +4.8% |
| 7D | +2.1% | -4.2% | +6.2% | +4.7% |
| 30D | -10.9% | -5.8% | -5.1% | -7.6% |
| 3M | -16.2% | -5.2% | -10.9% | -13.3% |
| 6M | -23.3% | +0.1% | -23.4% | -23.0% |
| YTD | -29.6% | +8.2% | -37.8% | -32.0% |
| 1Y | -13.9% | +10.1% | -24.1% | -17.6% |
| 3Y | +13.5% | +69.7% | -56.2% | -14.9% |
| 5Y | -22.2% | +53.4% | -75.6% | -39.1% |
| 10Y | +73.9% | +219.2% | -145.3% | -8.0% |
| All | +19.8% | +311.3% | -291.5% | -45.8% |
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