-99.3%
SPRC vs VT
+75.0%
-174.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -19.6% | +0.4% | -20.1% | -19.8% |
| 30D | -23.2% | +1.0% | -24.2% | -23.6% |
| 3M | -54.2% | +2.4% | -56.5% | -55.0% |
| 6M | +2.1% | +12.0% | -9.9% | -7.7% |
| YTD | -56.8% | +15.3% | -72.1% | -61.9% |
| 1Y | -72.4% | +22.6% | -95.0% | -77.1% |
| All | -99.3% | +75.0% | -174.3% | -99.6% |
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