-91.0%
SPRO vs VT
+158.1%
-249.0%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -8.8% | -1.6% | -7.2% | -7.3% |
| 30D | -12.6% | -2.5% | -10.1% | -10.3% |
| 3M | -9.6% | -1.3% | -8.3% | -8.1% |
| 6M | -58.1% | +3.1% | -61.2% | -59.0% |
| YTD | -55.4% | +10.9% | -66.3% | -59.2% |
| 1Y | -56.3% | +12.1% | -68.4% | -60.4% |
| 3Y | -12.6% | +73.9% | -86.5% | -48.5% |
| 5Y | -94.1% | +58.0% | -152.0% | -96.1% |
| All | -91.0% | +158.1% | -249.0% | -96.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling