+77.8%
SPD price history and return analytics
+113.8%
-36.0%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.1% |
| 7D | -1.4% | -0.7% | -0.7% | -0.8% |
| 30D | -3.7% | -1.7% | -1.9% | -2.2% |
| 3M | -4.4% | -2.3% | -2.1% | -2.6% |
| 6M | +0.1% | +1.5% | -1.5% | -1.1% |
| YTD | +4.8% | +12.0% | -7.3% | -4.4% |
| 1Y | +2.7% | +12.9% | -10.1% | -6.8% |
| 3Y | +57.6% | +74.9% | -17.4% | +2.4% |
| 5Y | +34.7% | +59.9% | -25.2% | -4.3% |
| All | +77.8% | +113.8% | -36.0% | -6.4% |
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