-34.2%
SPAI price history and return analytics
+38.3%
-72.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.6% | -7.0% | -6.6% |
| 7D | +1.8% | +2.9% | -1.1% | -2.3% |
| 30D | -23.0% | -2.5% | -20.5% | -19.4% |
| 3M | -38.8% | -3.3% | -35.4% | -35.0% |
| 6M | -36.9% | +1.5% | -38.4% | -37.3% |
| YTD | -32.5% | +11.4% | -43.8% | -40.8% |
| 1Y | -41.9% | +11.9% | -53.9% | -49.3% |
| All | -34.2% | +38.3% | -72.5% | -41.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling