-97.6%
SPWR vs VT
+86.9%
-184.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.3% | +8.9% |
| 7D | +0.8% | -4.2% | +5.0% | +8.9% |
| 30D | -18.3% | -5.8% | -12.5% | -8.5% |
| 3M | -8.6% | -5.2% | -3.3% | +2.5% |
| 6M | -76.7% | +0.1% | -76.8% | -76.1% |
| YTD | -84.4% | +8.2% | -92.6% | -86.1% |
| 1Y | -85.8% | +10.1% | -96.0% | -87.7% |
| 3Y | -80.2% | +69.7% | -149.9% | -89.3% |
| All | -97.6% | +86.9% | -184.4% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling