-85.6%
SPWR vs VT
+75.0%
-160.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | 0.0% | -10.4% | -10.4% |
| 7D | +22.9% | +0.4% | +22.4% | +22.7% |
| 30D | +34.3% | +1.0% | +33.4% | +33.2% |
| 3M | -67.0% | +2.4% | -69.4% | -67.9% |
| 6M | -72.5% | +12.0% | -84.5% | -78.1% |
| YTD | -77.1% | +15.3% | -92.4% | -82.9% |
| 1Y | -76.3% | +22.6% | -98.9% | -84.3% |
| All | -85.6% | +75.0% | -160.6% | -95.5% |
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