+489.0%
SPG price history and return analytics
+346.0%
+142.9%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.5% |
| 7D | +4.9% | -2.3% | +7.2% | +7.7% |
| 30D | +15.6% | -5.0% | +20.6% | +22.5% |
| 3M | +4.1% | -4.9% | +9.0% | +10.0% |
| 6M | +13.6% | -1.5% | +15.1% | +14.1% |
| YTD | +27.5% | +8.5% | +19.1% | +13.0% |
| 1Y | +32.2% | +11.4% | +20.9% | +13.2% |
| 3Y | +126.0% | +70.1% | +55.9% | +13.8% |
| 5Y | +74.7% | +53.7% | +21.0% | 0.0% |
| 10Y | +112.8% | +220.0% | -107.1% | -47.7% |
| All | +489.0% | +346.0% | +142.9% | +6.9% |
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