+409.0%
SPHB price history and return analytics
+221.4%
+187.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.5% |
| 7D | +4.4% | +1.0% | +3.4% | +2.8% |
| 30D | +1.1% | -0.2% | +1.3% | +1.5% |
| 3M | +2.6% | +4.5% | -1.9% | -3.4% |
| 6M | +26.8% | +14.1% | +12.7% | +5.2% |
| YTD | +28.2% | +14.8% | +13.5% | +5.6% |
| 1Y | +42.6% | +21.2% | +21.4% | +8.8% |
| 3Y | +106.7% | +76.6% | +30.1% | -6.9% |
| 5Y | +110.5% | +66.6% | +43.9% | +6.0% |
| 10Y | +409.0% | +222.3% | +186.7% | +9.9% |
| All | +409.0% | +221.4% | +187.5% | +9.9% |
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