+69.1%
SPRX vs VT
+64.0%
+5.1%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.6% |
| 7D | +10.7% | +2.4% | +8.3% | +5.8% |
| 30D | -20.8% | -1.5% | -19.3% | -16.9% |
| 3M | -31.9% | -4.1% | -27.7% | -23.8% |
| 6M | -31.3% | +0.6% | -31.8% | -28.6% |
| YTD | -12.3% | +11.0% | -23.3% | -24.1% |
| 1Y | -9.4% | +13.3% | -22.8% | -24.4% |
| 3Y | +92.5% | +73.4% | +19.2% | -24.9% |
| 5Y | +45.2% | +57.4% | -12.3% | -29.1% |
| All | +69.1% | +64.0% | +5.1% | -23.4% |
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