-76.8%
SPWH vs VT
+76.6%
-153.4%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -2.6% |
| 7D | +7.4% | -0.3% | +7.7% | +7.8% |
| 30D | 0.0% | -1.4% | +1.4% | +2.2% |
| 3M | +0.9% | -1.4% | +2.3% | +3.0% |
| 6M | -14.7% | +5.5% | -20.2% | -21.6% |
| YTD | -20.5% | +12.8% | -33.4% | -35.2% |
| 1Y | -49.1% | +15.4% | -64.6% | -60.0% |
| All | -76.8% | +76.6% | -153.4% | -91.7% |
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 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