+378.2%
SPGM price history and return analytics
+363.0%
+15.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +1.2% | +1.0% | +0.2% | +0.3% |
| 30D | -0.2% | -0.2% | 0.0% | 0.0% |
| 3M | +4.4% | +4.5% | -0.1% | +0.3% |
| 6M | +14.5% | +14.1% | +0.5% | +1.8% |
| YTD | +15.4% | +14.8% | +0.7% | +2.1% |
| 1Y | +22.8% | +21.2% | +1.6% | +3.4% |
| 3Y | +79.3% | +76.6% | +2.7% | +8.3% |
| 5Y | +70.5% | +66.6% | +3.9% | +8.4% |
| 10Y | +226.9% | +222.3% | +4.6% | +24.2% |
| All | +378.2% | +363.0% | +15.2% | +52.1% |
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