+262.4%
SPHD price history and return analytics
+330.9%
-68.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.3% |
| 7D | +0.4% | -2.3% | +2.7% | +2.1% |
| 30D | +8.8% | -5.0% | +13.7% | +12.9% |
| 3M | +1.1% | -4.9% | +6.0% | +4.8% |
| 6M | +7.1% | -1.5% | +8.6% | +7.4% |
| YTD | +13.4% | +8.5% | +4.9% | +5.0% |
| 1Y | +16.4% | +11.4% | +5.1% | +5.5% |
| 3Y | +51.1% | +70.1% | -19.0% | -4.4% |
| 5Y | +47.0% | +53.7% | -6.7% | +0.1% |
| 10Y | +114.5% | +220.0% | -105.4% | -21.1% |
| All | +262.4% | +330.9% | -68.5% | +6.7% |
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