+173.1%
SPFI price history and return analytics
+146.1%
+27.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -0.8% | -0.1% | -0.6% | -0.7% |
| 30D | +2.2% | -3.1% | +5.3% | +5.0% |
| 3M | -2.7% | -3.5% | +0.8% | +0.2% |
| 6M | +6.9% | +0.5% | +6.5% | +5.5% |
| YTD | +12.9% | +10.8% | +2.1% | +1.3% |
| 1Y | +17.2% | +11.9% | +5.3% | +4.1% |
| 3Y | +75.7% | +73.0% | +2.8% | +3.2% |
| 5Y | +79.2% | +58.6% | +20.6% | +14.2% |
| All | +173.1% | +146.1% | +27.0% | +4.2% |
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