+64.1%
SPBO price history and return analytics
+323.2%
-259.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +0.1% | -2.3% | +2.5% | +0.3% |
| 30D | +2.0% | -5.0% | +6.9% | +2.3% |
| 3M | -0.7% | -4.9% | +4.2% | -0.4% |
| 6M | -1.5% | -1.5% | 0.0% | -1.4% |
| YTD | -0.8% | +8.5% | -9.2% | -1.3% |
| 1Y | -0.4% | +11.4% | -11.8% | -1.1% |
| 3Y | +19.0% | +70.1% | -51.1% | +15.4% |
| 5Y | -0.5% | +53.7% | -54.2% | -3.7% |
| 10Y | +27.1% | +220.0% | -192.9% | +23.8% |
| All | +64.1% | +323.2% | -259.1% | +63.9% |
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