-92.7%
SPPL price history and return analytics
+66.3%
-159.0%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +17.6% | +0.2% | +17.4% | +17.6% |
| 7D | +23.7% | -2.3% | +26.0% | +24.3% |
| 30D | +43.5% | -5.0% | +48.5% | +44.3% |
| 3M | +22.6% | -4.9% | +27.5% | +23.3% |
| 6M | +7.5% | -1.5% | +9.0% | +8.2% |
| YTD | -32.5% | +8.5% | -41.0% | -31.4% |
| 1Y | -40.3% | +11.4% | -51.7% | -39.7% |
| 3Y | -93.0% | +70.1% | -163.0% | -92.2% |
| All | -92.7% | +66.3% | -159.0% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling