+19.2%
SPRE vs VT
+87.0%
-67.8%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.1% |
| 7D | +2.2% | -0.1% | +2.4% | +2.3% |
| 30D | +3.1% | -3.1% | +6.2% | +5.4% |
| 3M | -9.2% | -3.5% | -5.7% | -6.9% |
| 6M | -8.0% | +0.5% | -8.5% | -8.8% |
| YTD | +1.2% | +10.8% | -9.6% | -7.4% |
| 1Y | +2.5% | +11.9% | -9.4% | -7.0% |
| 3Y | +25.3% | +73.0% | -47.7% | -20.9% |
| 5Y | -8.6% | +58.6% | -67.2% | -40.5% |
| All | +19.2% | +87.0% | -67.8% | -29.9% |
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 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