+20.0%
SPB price history and return analytics
+69.7%
-49.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.9% |
| 7D | +3.9% | -2.3% | +6.2% | +6.2% |
| 30D | +12.6% | -5.0% | +17.6% | +17.9% |
| 3M | -1.3% | -4.9% | +3.6% | +3.3% |
| 6M | +3.1% | -1.5% | +4.6% | +4.3% |
| YTD | +49.3% | +8.5% | +40.8% | +37.5% |
| 1Y | +62.4% | +11.4% | +51.0% | +45.3% |
| 3Y | +20.0% | +70.1% | -50.1% | -22.7% |
| All | +20.0% | +69.7% | -49.8% | -22.7% |
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 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