+466.5%
SPYV price history and return analytics
+345.0%
+121.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | +0.7% |
| 7D | -2.0% | -4.2% | +2.1% | +1.6% |
| 30D | +2.1% | -5.8% | +7.9% | +7.4% |
| 3M | +0.9% | -5.2% | +6.2% | +5.6% |
| 6M | +6.5% | +0.1% | +6.4% | +5.9% |
| YTD | +12.9% | +8.2% | +4.6% | +4.6% |
| 1Y | +15.5% | +10.1% | +5.4% | +5.4% |
| 3Y | +59.2% | +69.7% | -10.4% | -0.8% |
| 5Y | +69.1% | +53.4% | +15.7% | +14.4% |
| 10Y | +220.7% | +219.2% | +1.5% | +15.8% |
| All | +466.5% | +345.0% | +121.5% | +51.9% |
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