+173.3%
SPXX vs VT
+217.6%
-44.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -0.5% | -0.1% | -0.3% | -0.4% |
| 30D | -3.4% | -3.1% | -0.4% | -0.9% |
| 3M | -2.0% | -3.5% | +1.5% | +1.0% |
| 6M | +7.6% | +0.5% | +7.1% | +7.1% |
| YTD | +8.3% | +10.8% | -2.5% | -1.0% |
| 1Y | +13.8% | +11.9% | +1.9% | +3.2% |
| 3Y | +60.8% | +73.0% | -12.1% | +0.5% |
| 5Y | +48.1% | +58.6% | -10.5% | -0.9% |
| 10Y | +173.3% | +219.2% | -45.8% | +1.9% |
| All | +173.3% | +217.6% | -44.3% | +1.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling