+290.0%
SPHR price history and return analytics
+65.7%
+224.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.1% |
| 7D | +0.2% | -0.1% | +0.4% | +0.4% |
| 30D | -13.3% | -0.7% | -12.6% | -12.3% |
| 3M | +0.9% | +4.0% | -3.1% | -4.4% |
| 6M | +19.7% | +12.3% | +7.4% | +2.0% |
| YTD | +48.2% | +14.0% | +34.2% | +23.1% |
| 1Y | +171.9% | +20.3% | +151.6% | +109.5% |
| 3Y | +303.0% | +75.4% | +227.6% | +95.2% |
| 5Y | +290.0% | +66.0% | +224.1% | +112.8% |
| All | +290.0% | +65.7% | +224.4% | +112.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling