-3.1%
SPB price history and return analytics
+58.5%
-61.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.7% |
| 7D | -0.8% | +2.9% | -3.7% | -3.7% |
| 30D | +14.5% | -2.5% | +17.0% | +17.3% |
| 3M | +0.5% | -3.3% | +3.8% | +3.8% |
| 6M | +10.8% | +1.5% | +9.3% | +8.7% |
| YTD | +52.2% | +11.4% | +40.8% | +35.5% |
| 1Y | +70.3% | +11.9% | +58.4% | +50.6% |
| 3Y | +22.3% | +73.9% | -51.6% | -32.8% |
| 5Y | -3.1% | +57.9% | -61.0% | -42.6% |
| All | -3.1% | +58.5% | -61.7% | -42.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling