+115.8%
SPH price history and return analytics
+357.6%
-241.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.0% |
| 7D | -1.0% | +0.4% | -1.4% | -1.4% |
| 30D | +3.1% | -2.6% | +5.7% | +4.5% |
| 3M | -0.5% | -3.2% | +2.7% | +1.2% |
| 6M | -8.8% | +0.9% | -9.8% | -9.9% |
| YTD | -0.1% | +11.3% | -11.4% | -7.3% |
| 1Y | +1.3% | +14.0% | -12.7% | -7.4% |
| 3Y | +28.5% | +75.8% | -47.4% | -10.2% |
| 5Y | +66.6% | +57.8% | +8.7% | +22.5% |
| 10Y | +50.1% | +219.8% | -169.7% | -28.5% |
| All | +115.8% | +357.6% | -241.8% | -31.3% |
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