+338.5%
SPE price history and return analytics
+360.7%
-22.1%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -1.0% | -0.3% |
| 7D | -0.5% | -0.7% | +0.2% | -0.2% |
| 30D | -2.0% | -1.7% | -0.2% | -1.3% |
| 3M | -7.2% | -2.3% | -4.9% | -6.3% |
| 6M | -10.8% | +1.5% | -12.3% | -11.4% |
| YTD | -9.1% | +12.0% | -21.2% | -13.5% |
| 1Y | -7.8% | +12.9% | -20.7% | -12.5% |
| 3Y | +54.3% | +74.9% | -20.7% | +22.5% |
| 5Y | +32.6% | +59.9% | -27.3% | +8.3% |
| 10Y | +154.7% | +224.6% | -70.0% | +63.4% |
| All | +338.5% | +360.7% | -22.1% | +154.8% |
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