+322.5%
SPGP price history and return analytics
+224.4%
+98.2%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | -0.8% |
| 7D | -0.4% | -0.7% | +0.3% | +0.3% |
| 30D | +4.5% | -1.7% | +6.3% | +6.4% |
| 3M | 0.0% | -2.3% | +2.3% | +2.4% |
| 6M | +10.0% | +1.5% | +8.5% | +7.5% |
| YTD | +13.0% | +12.0% | +1.0% | -1.6% |
| 1Y | +14.9% | +12.9% | +2.0% | -0.8% |
| 3Y | +46.6% | +74.9% | -28.3% | -23.8% |
| 5Y | +44.9% | +59.9% | -15.0% | -16.2% |
| 10Y | +322.5% | +224.6% | +97.9% | +12.2% |
| All | +322.5% | +224.4% | +98.2% | +12.2% |
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