+34.1%
SPNT price history and return analytics
+13.3%
+20.8%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.1% |
| 7D | +4.8% | -0.7% | +5.5% | +4.7% |
| 30D | +5.9% | -1.7% | +7.7% | +5.9% |
| 3M | +20.0% | -2.3% | +22.3% | +19.9% |
| 6M | +17.6% | +1.5% | +16.0% | +17.2% |
| YTD | +23.6% | +12.0% | +11.5% | +16.2% |
| 1Y | +34.1% | +12.9% | +21.2% | +25.2% |
| All | +34.1% | +13.3% | +20.8% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling