+49.7%
SPH price history and return analytics
+222.7%
-173.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.6% |
| 7D | +0.3% | +2.9% | -2.6% | -1.5% |
| 30D | +2.0% | -2.5% | +4.5% | +3.4% |
| 3M | -0.5% | -3.3% | +2.8% | +1.3% |
| 6M | -9.8% | +1.5% | -11.4% | -11.3% |
| YTD | -0.1% | +11.4% | -11.5% | -8.0% |
| 1Y | -1.1% | +11.9% | -13.0% | -9.2% |
| 3Y | +25.9% | +73.9% | -47.9% | -15.0% |
| 5Y | +61.9% | +57.9% | +4.0% | +15.9% |
| All | +49.7% | +222.7% | -173.0% | -42.2% |
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