+68.2%
SPRX vs VT
+64.4%
+3.8%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.1% | +2.6% | +7.5% | +4.6% |
| 7D | -1.4% | +0.4% | -1.7% | -1.3% |
| 30D | -31.8% | -2.6% | -29.2% | -26.7% |
| 3M | -31.2% | -3.2% | -27.9% | -24.6% |
| 6M | -26.8% | +0.9% | -27.8% | -24.6% |
| YTD | -12.7% | +11.3% | -24.0% | -25.0% |
| 1Y | -17.6% | +14.0% | -31.6% | -32.0% |
| 3Y | +98.8% | +75.8% | +23.0% | -24.6% |
| 5Y | +43.2% | +57.8% | -14.6% | -30.5% |
| All | +68.2% | +64.4% | +3.8% | -24.3% |
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