+29.4%
SPH price history and return analytics
+222.7%
-193.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | -0.5% | -0.7% | +0.2% | -0.1% |
| 3M | -6.8% | +4.0% | -10.8% | -9.4% |
| 6M | -12.2% | +12.3% | -24.5% | -19.2% |
| YTD | -1.2% | +14.0% | -15.2% | -10.1% |
| 1Y | +1.6% | +20.3% | -18.7% | -11.0% |
| 3Y | +47.7% | +75.4% | -27.7% | -0.6% |
| 5Y | +63.2% | +66.0% | -2.7% | +12.8% |
| 10Y | +29.4% | +228.2% | -198.8% | -49.1% |
| All | +29.4% | +222.7% | -193.3% | -49.1% |
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 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