+54.2%
SPWO vs VT
+56.0%
-1.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.5% |
| 7D | -5.1% | -2.3% | -2.8% | -2.3% |
| 30D | -13.9% | -5.0% | -8.9% | -8.3% |
| 3M | -10.3% | -4.9% | -5.4% | -4.6% |
| 6M | -11.1% | -1.5% | -9.6% | -8.6% |
| YTD | +8.5% | +8.5% | 0.0% | +1.1% |
| 1Y | +10.9% | +11.4% | -0.5% | +0.7% |
| All | +54.2% | +56.0% | -1.8% | -1.3% |
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