-29.6%
SPTL vs VT
+60.6%
-90.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.5% |
| 7D | +1.0% | -0.3% | +1.3% | +1.0% |
| 30D | +5.6% | -1.4% | +7.1% | +5.8% |
| 3M | -0.9% | -1.4% | +0.5% | -0.8% |
| 6M | -1.9% | +5.5% | -7.4% | -2.5% |
| YTD | -3.0% | +12.8% | -15.8% | -4.2% |
| 1Y | -4.6% | +15.4% | -20.0% | -6.0% |
| 3Y | +7.9% | +76.9% | -69.0% | +2.0% |
| 5Y | -29.6% | +60.4% | -90.0% | -36.5% |
| All | -29.6% | +60.6% | -90.2% | -36.5% |
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 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