+15.2%
SPKL price history and return analytics
+71.7%
-56.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.3% |
| 7D | +0.3% | -0.1% | +0.4% | +0.3% |
| 30D | -0.7% | -0.7% | -0.1% | -0.7% |
| 3M | -0.2% | +4.0% | -4.2% | -0.6% |
| 6M | +2.3% | +12.3% | -10.0% | +1.8% |
| YTD | +1.5% | +14.0% | -12.5% | +0.9% |
| 1Y | +5.7% | +20.3% | -14.6% | +5.2% |
| All | +15.2% | +71.7% | -56.5% | +14.5% |
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