+28.2%
SPBO price history and return analytics
+222.7%
-194.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.3% | +2.9% | -4.2% | -1.6% |
| 30D | +0.8% | -2.5% | +3.4% | +1.2% |
| 3M | -1.3% | -3.3% | +2.0% | -0.9% |
| 6M | -1.8% | +1.5% | -3.3% | -2.0% |
| YTD | -1.5% | +11.4% | -12.9% | -2.9% |
| 1Y | -1.3% | +11.9% | -13.2% | -2.8% |
| 3Y | +17.3% | +73.9% | -56.6% | +9.1% |
| 5Y | -0.2% | +57.9% | -58.1% | -6.8% |
| All | +28.2% | +222.7% | -194.5% | +13.3% |
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