+2,553.7%
VIPS vs SPY
+600.6%
+1,953.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.3% | -4.0% | -3.8% |
| 7D | -4.4% | -0.9% | -3.4% | -3.9% |
| 30D | +2.4% | -2.4% | +4.8% | +4.2% |
| 3M | -12.1% | -1.2% | -11.0% | -11.6% |
| 6M | -10.0% | +3.3% | -13.3% | -13.2% |
| YTD | -22.5% | +12.3% | -34.8% | -30.7% |
| 1Y | -30.9% | +12.4% | -43.3% | -38.3% |
| 3Y | +2.1% | +78.8% | -76.7% | -41.3% |
| 5Y | +17.2% | +75.2% | -57.9% | -30.5% |
| 10Y | +7.8% | +311.1% | -303.3% | -73.6% |
| All | +2,553.7% | +600.6% | +1,953.0% | +459.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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