-70.8%
SPWH vs VT
+75.0%
-145.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +4.0% |
| 7D | +12.1% | +0.4% | +11.6% | +11.3% |
| 30D | +10.2% | +1.0% | +9.2% | +8.4% |
| 3M | -7.1% | +2.4% | -9.5% | -10.5% |
| 6M | -9.7% | +12.0% | -21.7% | -24.3% |
| YTD | -11.0% | +15.3% | -26.3% | -29.3% |
| 1Y | -56.8% | +22.6% | -79.4% | -68.8% |
| All | -70.8% | +75.0% | -145.8% | -85.5% |
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