-9.2%
SPRE vs VT
+53.2%
-62.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.1% | +3.0% | +2.0% |
| 7D | +1.5% | -4.2% | +5.7% | +4.8% |
| 30D | +2.0% | -5.8% | +7.8% | +6.7% |
| 3M | -11.4% | -5.2% | -6.1% | -7.8% |
| 6M | -8.2% | +0.1% | -8.3% | -8.9% |
| YTD | +0.2% | +8.2% | -8.1% | -6.9% |
| 1Y | +2.0% | +10.1% | -8.1% | -6.7% |
| 3Y | +21.4% | +69.7% | -48.2% | -24.0% |
| 5Y | -9.2% | +53.4% | -62.5% | -39.8% |
| All | -9.2% | +53.2% | -62.3% | -39.8% |
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 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