-40.3%
SPPL price history and return analytics
+10.5%
-50.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.6% | +0.2% | +17.4% | +17.6% |
| 7D | +23.7% | -2.3% | +26.0% | +23.7% |
| 30D | +43.5% | -5.0% | +48.5% | +41.8% |
| 3M | +22.6% | -4.9% | +27.5% | +20.9% |
| 6M | +7.5% | -1.5% | +9.0% | +9.0% |
| YTD | -32.5% | +8.5% | -41.0% | -15.8% |
| 1Y | -40.3% | +11.4% | -51.7% | -25.5% |
| All | -40.3% | +10.5% | -50.8% | -25.5% |
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