+93.6%
VTOL vs SPY
+308.5%
-214.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | +10.9% | +3.3% | +7.6% | +6.8% |
| 30D | -1.5% | -2.7% | +1.2% | +1.6% |
| 3M | -11.2% | -1.7% | -9.4% | -9.6% |
| 6M | -3.3% | +3.1% | -6.4% | -7.3% |
| YTD | +12.1% | +11.9% | +0.2% | -3.1% |
| 1Y | +8.6% | +12.0% | -3.4% | -6.2% |
| 3Y | +52.0% | +78.2% | -26.2% | -25.8% |
| 5Y | +14.2% | +73.2% | -59.1% | -42.2% |
| All | +93.6% | +308.5% | -214.9% | -65.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling