-93.1%
SPHL price history and return analytics
+37.1%
-130.2%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.1% |
| 7D | -8.0% | -1.1% | -6.9% | -8.3% |
| 30D | -16.6% | -1.0% | -15.6% | -16.8% |
| 3M | -37.6% | +3.2% | -40.7% | -36.8% |
| 6M | -25.7% | +12.5% | -38.2% | -30.7% |
| YTD | +11.1% | +14.1% | -3.0% | +3.9% |
| 1Y | -51.2% | +18.9% | -70.1% | -54.7% |
| All | -93.1% | +37.1% | -130.2% | -94.1% |
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