-76.8%
SPWR vs VT
+75.6%
-152.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.9% | -4.2% |
| 7D | -5.0% | -0.7% | -4.3% | -4.9% |
| 30D | -13.5% | -1.7% | -11.8% | -10.9% |
| 3M | -3.8% | -2.3% | -1.5% | +1.7% |
| 6M | -79.8% | +1.5% | -81.3% | -80.2% |
| YTD | -85.4% | +12.0% | -97.4% | -88.5% |
| 1Y | -87.4% | +12.9% | -100.3% | -90.2% |
| All | -76.8% | +75.6% | -152.4% | -93.5% |
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