+12.3%
SPMB price history and return analytics
+223.7%
-211.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.6% | -2.5% | -0.2% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | +2.7% | -2.6% | +5.3% | +3.0% |
| 3M | -0.6% | -3.2% | +2.7% | -0.2% |
| 6M | -1.2% | +0.9% | -2.1% | -1.3% |
| YTD | -0.1% | +11.3% | -11.4% | -1.5% |
| 1Y | +0.4% | +14.0% | -13.6% | -1.3% |
| 3Y | +17.5% | +75.8% | -58.3% | +9.0% |
| 5Y | +0.9% | +57.8% | -57.0% | -5.6% |
| 10Y | +12.3% | +219.8% | -207.5% | -3.3% |
| All | +12.3% | +223.7% | -211.4% | -3.3% |
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