-31.6%
SPT vs VT
+131.2%
-162.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.1% | +0.4% | -1.6% | -1.9% |
| 30D | +31.6% | +1.0% | +30.7% | +29.8% |
| 3M | +53.9% | +2.4% | +51.5% | +46.9% |
| 6M | +68.3% | +12.0% | +56.3% | +37.0% |
| YTD | +0.8% | +15.3% | -14.5% | -22.4% |
| 1Y | -23.6% | +22.6% | -46.1% | -46.8% |
| 3Y | -78.5% | +74.7% | -153.2% | -91.8% |
| 5Y | -91.1% | +66.1% | -157.3% | -96.0% |
| All | -31.6% | +131.2% | -162.8% | -77.7% |
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 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