+98.3%
SPHD price history and return analytics
+221.4%
-123.2%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.1% | -0.3% |
| 7D | -0.9% | +1.0% | -1.9% | -1.7% |
| 30D | -0.8% | -0.2% | -0.6% | -0.7% |
| 3M | +5.4% | +4.5% | +0.8% | +1.4% |
| 6M | +3.1% | +14.1% | -11.0% | -7.9% |
| YTD | +11.9% | +14.8% | -2.9% | -0.7% |
| 1Y | +10.9% | +21.2% | -10.3% | -6.1% |
| 3Y | +45.4% | +76.6% | -31.2% | -11.7% |
| 5Y | +44.0% | +66.6% | -22.6% | -9.0% |
| 10Y | +98.3% | +222.3% | -124.0% | -33.6% |
| All | +98.3% | +221.4% | -123.2% | -33.6% |
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