+54.8%
SPH price history and return analytics
+217.6%
-162.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | +3.2% | -0.1% | +3.3% | +3.2% |
| 30D | +5.7% | -3.1% | +8.8% | +7.6% |
| 3M | +3.2% | -3.5% | +6.7% | +5.2% |
| 6M | -6.5% | +0.5% | -7.0% | -7.4% |
| YTD | +2.4% | +10.8% | -8.3% | -5.3% |
| 1Y | +2.1% | +11.9% | -9.8% | -6.3% |
| 3Y | +29.2% | +73.0% | -43.8% | -12.5% |
| 5Y | +67.7% | +58.6% | +9.1% | +19.5% |
| 10Y | +54.8% | +219.2% | -164.4% | -37.4% |
| All | +54.8% | +217.6% | -162.8% | -37.4% |
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