-28.8%
SPAI price history and return analytics
+39.2%
-68.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.6% | +1.9% |
| 7D | -0.3% | -0.7% | +0.4% | +1.3% |
| 30D | -18.7% | -1.7% | -17.0% | -16.0% |
| 3M | -35.5% | -2.3% | -33.2% | -32.7% |
| 6M | -35.6% | +1.5% | -37.1% | -36.1% |
| YTD | -26.9% | +12.0% | -39.0% | -36.6% |
| 1Y | -38.3% | +12.9% | -51.2% | -46.9% |
| All | -28.8% | +39.2% | -68.0% | -37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling