+39.1%
TSPY vs VT
+42.9%
-3.8%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.1% |
| 7D | -0.9% | -0.7% | -0.2% | -0.2% |
| 30D | -2.0% | -1.7% | -0.2% | -0.3% |
| 3M | -0.2% | -2.3% | +2.1% | +1.9% |
| 6M | +3.8% | +1.5% | +2.3% | +2.2% |
| YTD | +10.5% | +12.0% | -1.5% | -1.0% |
| 1Y | +11.5% | +12.9% | -1.4% | -0.9% |
| All | +39.1% | +42.9% | -3.8% | -0.5% |
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