+47.2%
SPSB vs VT
+398.2%
-351.0%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.3% | 0.0% |
| 7D | -0.1% | -2.3% | +2.2% | 0.0% |
| 30D | +0.4% | -5.0% | +5.4% | +0.6% |
| 3M | -0.1% | -4.9% | +4.7% | 0.0% |
| 6M | +0.4% | -1.5% | +2.0% | +0.5% |
| YTD | +1.3% | +8.5% | -7.2% | +1.0% |
| 1Y | +2.1% | +11.4% | -9.3% | +1.7% |
| 3Y | +15.7% | +70.1% | -54.4% | +13.6% |
| 5Y | +14.8% | +53.7% | -38.9% | +13.0% |
| 10Y | +29.2% | +220.0% | -190.8% | +24.7% |
| All | +47.2% | +398.2% | -351.0% | +41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling