+155.5%
SPB price history and return analytics
+346.0%
-190.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | +3.9% | -2.3% | +6.2% | +5.7% |
| 30D | +12.6% | -5.0% | +17.6% | +16.7% |
| 3M | -1.3% | -4.9% | +3.6% | +2.2% |
| 6M | +3.1% | -1.5% | +4.6% | +4.2% |
| YTD | +49.3% | +8.5% | +40.8% | +40.9% |
| 1Y | +62.4% | +11.4% | +51.0% | +50.3% |
| 3Y | +20.0% | +70.1% | -50.1% | -16.8% |
| 5Y | +0.9% | +53.7% | -52.8% | -24.6% |
| 10Y | +19.0% | +220.0% | -201.0% | -39.5% |
| All | +155.5% | +346.0% | -190.5% | +7.6% |
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 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