+46.6%
SPRX vs VT
+58.0%
-11.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | +0.2% |
| 7D | -5.0% | -0.1% | -4.8% | -3.9% |
| 30D | -32.4% | -3.1% | -29.3% | -26.5% |
| 3M | -28.8% | -3.5% | -25.3% | -21.6% |
| 6M | -27.4% | +0.5% | -27.9% | -24.5% |
| YTD | -13.5% | +10.8% | -24.2% | -24.9% |
| 1Y | -21.0% | +11.9% | -32.9% | -32.4% |
| 3Y | +92.2% | +73.0% | +19.2% | -24.9% |
| All | +46.6% | +58.0% | -11.4% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling