+328.2%
SPLV price history and return analytics
+345.8%
-17.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | 0.0% | +1.0% | -1.0% | -0.6% |
| 30D | -2.0% | -0.2% | -1.8% | -1.9% |
| 3M | +3.4% | +4.5% | -1.1% | +0.2% |
| 6M | -0.9% | +14.1% | -15.0% | -9.8% |
| YTD | +5.9% | +14.8% | -8.8% | -4.1% |
| 1Y | +4.2% | +21.2% | -17.0% | -9.3% |
| 3Y | +30.6% | +76.6% | -45.9% | -13.3% |
| 5Y | +28.8% | +66.6% | -37.8% | -12.0% |
| 10Y | +118.9% | +222.3% | -103.4% | -7.2% |
| All | +328.2% | +345.8% | -17.7% | +46.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling