-93.9%
SPRO vs VT
+60.6%
-154.5%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +1.5% |
| 7D | -8.5% | -0.3% | -8.2% | -8.3% |
| 30D | -7.8% | -1.4% | -6.3% | -6.5% |
| 3M | -13.0% | -1.4% | -11.6% | -11.8% |
| 6M | -57.2% | +5.5% | -62.7% | -58.6% |
| YTD | -54.1% | +12.8% | -66.9% | -57.8% |
| 1Y | -54.5% | +15.4% | -69.9% | -58.8% |
| 3Y | -10.1% | +76.9% | -87.0% | -42.6% |
| 5Y | -93.9% | +60.4% | -154.3% | -95.6% |
| All | -93.9% | +60.6% | -154.5% | -95.6% |
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 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