-92.6%
SPHL price history and return analytics
+37.1%
-129.7%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.8% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | -9.9% | -0.7% | -9.2% | -10.1% |
| 3M | -25.2% | +4.0% | -29.2% | -24.0% |
| 6M | -19.6% | +12.3% | -31.9% | -24.9% |
| YTD | +18.3% | +14.0% | +4.2% | +10.6% |
| 1Y | -30.1% | +20.3% | -50.4% | -35.3% |
| All | -92.6% | +37.1% | -129.7% | -93.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling