-97.7%
SPRU vs VT
+153.7%
-251.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | 0.0% | +1.0% | -1.0% | -0.8% |
| 30D | -18.0% | -0.2% | -17.7% | -17.8% |
| 3M | -36.4% | +4.5% | -41.0% | -38.6% |
| 6M | -48.6% | +14.1% | -62.6% | -53.6% |
| YTD | -65.0% | +14.8% | -79.8% | -68.6% |
| 1Y | +15.6% | +21.2% | -5.6% | -0.7% |
| 3Y | -71.8% | +76.6% | -148.4% | -81.9% |
| 5Y | -96.6% | +66.6% | -163.2% | -97.7% |
| All | -97.7% | +153.7% | -251.4% | -98.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling