+78.2%
SPRX vs VT
+65.5%
+12.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.1% | +5.7% | +4.4% |
| 7D | +6.8% | -0.7% | +7.5% | +9.8% |
| 30D | -23.6% | -1.7% | -21.8% | -19.3% |
| 3M | -24.8% | -2.3% | -22.5% | -19.2% |
| 6M | -25.7% | +1.5% | -27.2% | -24.3% |
| YTD | -7.6% | +12.0% | -19.6% | -21.5% |
| 1Y | -12.3% | +12.9% | -25.1% | -26.2% |
| 3Y | +105.2% | +74.9% | +30.3% | -21.5% |
| 5Y | +56.6% | +59.9% | -3.4% | -25.9% |
| All | +78.2% | +65.5% | +12.7% | -20.9% |
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