-27.2%
SPHL price history and return analytics
+11.9%
-39.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.1% |
| 7D | +6.2% | +2.4% | +3.8% | +6.8% |
| 30D | +4.3% | -1.5% | +5.8% | +3.2% |
| 3M | -13.9% | -4.1% | -9.8% | -17.4% |
| 6M | -9.9% | +0.6% | -10.5% | -11.4% |
| YTD | +15.9% | +11.0% | +4.8% | -12.6% |
| 1Y | -27.2% | +13.3% | -40.6% | -51.2% |
| All | -27.2% | +11.9% | -39.1% | -51.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling