-3.4%
SPPP price history and return analytics
+65.7%
-69.0%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.6% | +3.6% | +3.4% |
| 7D | +4.1% | -0.1% | +4.2% | +4.2% |
| 30D | +7.1% | -0.7% | +7.8% | +7.6% |
| 3M | +14.3% | +4.0% | +10.3% | +11.6% |
| 6M | -12.4% | +12.3% | -24.6% | -18.1% |
| YTD | -9.4% | +14.0% | -23.5% | -15.7% |
| 1Y | +24.9% | +20.3% | +4.6% | +13.3% |
| 3Y | +41.9% | +75.4% | -33.6% | +6.5% |
| 5Y | -3.4% | +66.0% | -69.3% | -28.0% |
| All | -3.4% | +65.7% | -69.0% | -28.0% |
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