+178.6%
SPMD price history and return analytics
+221.4%
-42.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +1.1% | +1.0% | +0.1% | -0.1% |
| 30D | -3.1% | -0.2% | -2.9% | -2.9% |
| 3M | +2.0% | +4.5% | -2.6% | -3.1% |
| 6M | +11.1% | +14.1% | -3.0% | -4.5% |
| YTD | +14.8% | +14.8% | 0.0% | -2.0% |
| 1Y | +15.6% | +21.2% | -5.5% | -7.1% |
| 3Y | +52.7% | +76.6% | -23.9% | -19.6% |
| 5Y | +49.3% | +66.6% | -17.3% | -15.7% |
| 10Y | +178.6% | +222.3% | -43.7% | -21.7% |
| All | +178.6% | +221.4% | -42.9% | -21.7% |
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 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