+209.7%
SPVM vs VT
+228.2%
-18.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | 0.0% |
| 7D | +2.7% | -0.3% | +3.0% | +2.9% |
| 30D | +7.0% | -1.4% | +8.4% | +8.3% |
| 3M | +1.5% | -1.4% | +2.9% | +2.6% |
| 6M | +12.2% | +5.5% | +6.7% | +5.8% |
| YTD | +17.8% | +12.8% | +4.9% | +3.5% |
| 1Y | +24.8% | +15.4% | +9.4% | +7.1% |
| 3Y | +75.1% | +76.9% | -1.8% | -3.0% |
| 5Y | +71.0% | +60.4% | +10.6% | +4.5% |
| All | +209.7% | +228.2% | -18.5% | -6.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling