+31.4%
SPFF price history and return analytics
+222.7%
-191.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | -0.7% | +2.9% | -3.6% | -2.1% |
| 30D | -3.7% | -2.5% | -1.2% | -2.6% |
| 3M | -7.8% | -3.3% | -4.4% | -6.2% |
| 6M | -5.5% | +1.5% | -7.1% | -6.3% |
| YTD | -1.9% | +11.4% | -13.3% | -7.0% |
| 1Y | +0.1% | +11.9% | -11.8% | -5.3% |
| 3Y | +23.2% | +73.9% | -50.7% | -6.3% |
| 5Y | +1.5% | +57.9% | -56.4% | -19.7% |
| All | +31.4% | +222.7% | -191.3% | -28.3% |
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