+77.1%
SPWO vs VT
+65.9%
+11.2%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.0% | +0.4% | +0.5% | +0.4% |
| 30D | +2.7% | +1.0% | +1.7% | +1.6% |
| 3M | -1.9% | +2.4% | -4.3% | -4.2% |
| 6M | +14.0% | +12.0% | +2.0% | +1.4% |
| YTD | +24.6% | +15.3% | +9.2% | +7.7% |
| 1Y | +38.4% | +22.6% | +15.8% | +12.8% |
| All | +77.1% | +65.9% | +11.2% | +5.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling