+21.9%
SPLB price history and return analytics
+224.4%
-202.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | 0.0% |
| 7D | -0.6% | -0.7% | +0.1% | -0.4% |
| 30D | +2.8% | -1.7% | +4.5% | +3.2% |
| 3M | -0.4% | -2.3% | +1.9% | +0.1% |
| 6M | -3.2% | +1.5% | -4.7% | -3.6% |
| YTD | -2.8% | +12.0% | -14.8% | -5.4% |
| 1Y | -3.8% | +12.9% | -16.7% | -6.6% |
| 3Y | +15.4% | +74.9% | -59.6% | +1.5% |
| 5Y | -16.0% | +59.9% | -75.9% | -25.6% |
| 10Y | +21.9% | +224.6% | -202.7% | -2.1% |
| All | +21.9% | +224.4% | -202.4% | -2.1% |
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