-49.2%
SPPL price history and return analytics
+13.3%
-62.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.5% | +2.9% |
| 7D | -2.9% | -0.7% | -2.2% | -2.8% |
| 30D | +42.6% | -1.7% | +44.4% | +41.9% |
| 3M | +16.8% | -2.3% | +19.1% | +15.5% |
| 6M | -1.8% | +1.5% | -3.3% | +0.1% |
| YTD | -36.2% | +12.0% | -48.3% | -18.7% |
| 1Y | -49.2% | +12.9% | -62.0% | -34.8% |
| All | -49.2% | +13.3% | -62.4% | -34.8% |
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