+1,568.6%
SPGI price history and return analytics
+355.4%
+1,213.1%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | +1.6% | -0.1% | +1.7% | +1.6% |
| 30D | +16.1% | -3.1% | +19.1% | +19.5% |
| 3M | +15.5% | -3.5% | +19.0% | +19.3% |
| 6M | +19.6% | +0.5% | +19.2% | +17.8% |
| YTD | -3.6% | +10.8% | -14.4% | -14.7% |
| 1Y | +2.2% | +11.9% | -9.7% | -10.6% |
| 3Y | +30.1% | +73.0% | -42.9% | -28.8% |
| 5Y | +14.9% | +58.6% | -43.7% | -30.9% |
| 10Y | +334.0% | +219.2% | +114.8% | +26.7% |
| All | +1,568.6% | +355.4% | +1,213.1% | +213.7% |
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