-22.7%
SPPP price history and return analytics
+57.4%
-80.0%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +0.9% |
| 7D | +8.5% | +0.4% | +8.1% | +8.1% |
| 30D | -7.2% | -2.6% | -4.6% | -5.5% |
| 3M | -14.5% | -3.2% | -11.2% | -12.5% |
| 6M | -24.0% | +0.9% | -24.9% | -24.1% |
| YTD | -27.7% | +11.3% | -39.0% | -31.3% |
| 1Y | -10.8% | +14.0% | -24.8% | -16.2% |
| 3Y | +26.6% | +75.8% | -49.2% | -2.9% |
| 5Y | -22.7% | +57.8% | -80.5% | -42.1% |
| All | -22.7% | +57.4% | -80.0% | -42.1% |
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