+71.7%
SPYG vs VT
+59.8%
+11.9%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +0.3% |
| 7D | -1.5% | -0.7% | -0.8% | -0.6% |
| 30D | -7.2% | -1.7% | -5.4% | -5.0% |
| 3M | -4.6% | -2.3% | -2.3% | -1.7% |
| 6M | -1.2% | +1.5% | -2.7% | -2.8% |
| YTD | +9.3% | +12.0% | -2.7% | -4.8% |
| 1Y | +8.8% | +12.9% | -4.0% | -6.0% |
| 3Y | +93.3% | +74.9% | +18.4% | -1.7% |
| 5Y | +71.7% | +59.9% | +11.8% | -0.3% |
| All | +71.7% | +59.8% | +11.9% | -0.3% |
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