+53.2%
SPYQ vs VT
+34.8%
+18.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.5% |
| 7D | +6.7% | +2.9% | +3.8% | +0.7% |
| 30D | -5.8% | -2.5% | -3.3% | -0.4% |
| 3M | -5.1% | -3.3% | -1.8% | +2.2% |
| 6M | +2.4% | +1.5% | +0.8% | -0.4% |
| YTD | +15.8% | +11.4% | +4.5% | -7.4% |
| 1Y | +15.1% | +11.9% | +3.2% | -8.8% |
| All | +53.2% | +34.8% | +18.4% | -20.4% |
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