-93.3%
SPPL price history and return analytics
+70.7%
-164.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +2.6% | -11.0% | -8.6% |
| 7D | +14.2% | +0.4% | +13.9% | +14.5% |
| 30D | +38.4% | -2.6% | +41.0% | +38.8% |
| 3M | +3.5% | -3.2% | +6.8% | +3.8% |
| 6M | -4.0% | +0.9% | -5.0% | -3.7% |
| YTD | -38.1% | +11.3% | -49.4% | -37.3% |
| 1Y | -49.7% | +14.0% | -63.7% | -49.3% |
| 3Y | -94.2% | +75.8% | -170.0% | -93.5% |
| All | -93.3% | +70.7% | -164.0% | -92.8% |
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 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