-97.6%
SPWR vs VT
+94.8%
-192.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +1.7% | +5.4% | +3.8% |
| 7D | +1.7% | -0.3% | +2.0% | +2.5% |
| 30D | -22.2% | -1.4% | -20.7% | -19.6% |
| 3M | -19.1% | -1.4% | -17.7% | -15.4% |
| 6M | -76.7% | +5.5% | -82.2% | -78.2% |
| YTD | -84.6% | +12.8% | -97.4% | -87.2% |
| 1Y | -85.1% | +15.4% | -100.5% | -88.1% |
| 3Y | -80.5% | +76.9% | -157.4% | -90.1% |
| All | -97.6% | +94.8% | -192.4% | -98.8% |
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