-52.3%
SPPL price history and return analytics
+15.2%
-67.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | +1.7% | +11.8% | +14.1% |
| 7D | +35.5% | -0.3% | +35.8% | +35.1% |
| 30D | +38.1% | -1.4% | +39.6% | +37.2% |
| 3M | -21.0% | -1.4% | -19.6% | -21.8% |
| 6M | +7.7% | +5.5% | +2.3% | +12.6% |
| YTD | -34.4% | +12.8% | -47.2% | -19.9% |
| 1Y | -52.3% | +15.4% | -67.7% | -42.8% |
| All | -52.3% | +15.2% | -67.5% | -42.8% |
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 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