-51.2%
SPHL price history and return analytics
+19.6%
-70.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -2.5% |
| 7D | -8.0% | -1.1% | -6.9% | -9.0% |
| 30D | -16.6% | -1.0% | -15.6% | -17.4% |
| 3M | -37.6% | +3.2% | -40.7% | -35.0% |
| 6M | -25.7% | +12.5% | -38.2% | -36.3% |
| YTD | +11.1% | +14.1% | -3.0% | -5.3% |
| 1Y | -51.2% | +18.9% | -70.1% | -57.1% |
| All | -51.2% | +19.6% | -70.9% | -57.1% |
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 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