+112.7%
SPTE vs VT
+63.0%
+49.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.3% |
| 7D | -7.3% | -2.3% | -5.0% | -3.5% |
| 30D | -18.1% | -5.0% | -13.2% | -10.8% |
| 3M | -10.9% | -4.9% | -6.0% | -3.0% |
| 6M | -5.3% | -1.5% | -3.8% | -1.5% |
| YTD | +20.0% | +8.5% | +11.5% | +8.1% |
| 1Y | +21.0% | +11.4% | +9.6% | +4.8% |
| All | +112.7% | +63.0% | +49.7% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling