+151.9%
SPHR price history and return analytics
+19.6%
+132.3%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | 0.0% |
| 7D | +0.8% | -1.1% | +1.9% | +2.3% |
| 30D | -18.0% | -1.0% | -17.1% | -16.9% |
| 3M | -4.8% | +3.2% | -8.0% | -8.5% |
| 6M | +26.2% | +12.5% | +13.7% | +6.1% |
| YTD | +50.9% | +14.1% | +36.9% | +22.4% |
| 1Y | +151.9% | +18.9% | +133.0% | +90.4% |
| All | +151.9% | +19.6% | +132.3% | +90.4% |
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 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