+102.2%
SPNT price history and return analytics
+280.5%
-178.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -2.1% |
| 7D | +1.5% | +0.4% | +1.2% | +0.9% |
| 30D | +5.8% | -2.6% | +8.4% | +8.0% |
| 3M | +14.7% | -3.2% | +17.9% | +17.6% |
| 6M | +12.6% | +0.9% | +11.7% | +9.9% |
| YTD | +20.6% | +11.3% | +9.3% | +6.4% |
| 1Y | +33.2% | +14.0% | +19.2% | +14.8% |
| 3Y | +175.1% | +75.8% | +99.3% | +51.6% |
| 5Y | +174.2% | +57.8% | +116.4% | +67.3% |
| 10Y | +114.7% | +219.8% | -105.1% | -34.0% |
| All | +102.2% | +280.5% | -178.3% | -44.8% |
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