-99.8%
SPRB vs VT
+59.7%
-159.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.7% | +7.2% | +5.9% |
| 7D | -0.8% | -0.3% | -0.5% | -0.1% |
| 30D | +2.6% | -1.4% | +4.1% | +5.2% |
| 3M | +0.8% | -1.4% | +2.1% | +3.1% |
| 6M | -21.5% | +5.5% | -27.0% | -28.4% |
| YTD | -46.5% | +12.8% | -59.3% | -56.1% |
| 1Y | -55.6% | +15.4% | -71.0% | -65.1% |
| 3Y | -99.2% | +76.9% | -176.1% | -99.6% |
| All | -99.8% | +59.7% | -159.5% | -99.9% |
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