+142.7%
SPTE vs VT
+73.3%
+69.4%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +1.3% | +0.4% | +0.8% | +0.6% |
| 30D | +2.1% | +1.0% | +1.1% | +0.6% |
| 3M | -3.1% | +2.4% | -5.5% | -6.1% |
| 6M | +31.3% | +12.0% | +19.3% | +11.5% |
| YTD | +36.8% | +15.3% | +21.5% | +11.3% |
| 1Y | +52.9% | +22.6% | +30.4% | +13.6% |
| All | +142.7% | +73.3% | +69.4% | +9.6% |
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