+15.7%
SPSB vs VT
+59.8%
-44.0%
-5.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | +0.4% | -1.7% | +2.2% | +0.5% |
| 3M | +0.2% | -2.3% | +2.5% | +0.3% |
| 6M | +1.0% | +1.5% | -0.6% | +0.9% |
| YTD | +1.7% | +12.0% | -10.4% | +1.2% |
| 1Y | +2.4% | +12.9% | -10.5% | +1.8% |
| 3Y | +16.1% | +74.9% | -58.8% | +13.2% |
| 5Y | +15.7% | +59.9% | -44.2% | +12.3% |
| All | +15.7% | +59.8% | -44.0% | +12.3% |
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 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