+295.5%
SPGI price history and return analytics
+221.4%
+74.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.7% |
| 7D | -2.5% | +1.0% | -3.5% | -3.4% |
| 30D | +5.4% | -0.2% | +5.6% | +5.6% |
| 3M | +9.0% | +4.5% | +4.5% | +3.7% |
| 6M | +0.8% | +14.1% | -13.3% | -13.1% |
| YTD | -12.6% | +14.8% | -27.3% | -25.1% |
| 1Y | -16.1% | +21.2% | -37.3% | -32.5% |
| 3Y | +19.0% | +76.6% | -57.6% | -36.9% |
| 5Y | +5.1% | +66.6% | -61.5% | -40.5% |
| 10Y | +295.5% | +222.3% | +73.2% | +8.3% |
| All | +295.5% | +221.4% | +74.0% | +8.3% |
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