+246.9%
SPHR price history and return analytics
+169.4%
+77.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.7% |
| 7D | -0.8% | -2.0% | +1.2% | +1.8% |
| 30D | -12.6% | -1.4% | -11.2% | -10.9% |
| 3M | -0.1% | +4.7% | -4.8% | -5.6% |
| 6M | +23.2% | +11.4% | +11.9% | +8.0% |
| YTD | +49.2% | +13.1% | +36.1% | +27.9% |
| 1Y | +159.6% | +19.0% | +140.6% | +108.9% |
| 3Y | +305.6% | +73.9% | +231.7% | +117.0% |
| 5Y | +288.3% | +65.4% | +222.9% | +119.0% |
| All | +246.9% | +169.4% | +77.5% | +50.4% |
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