-55.6%
SPRB price history and return analytics
+15.2%
-70.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.7% | +7.2% | +6.0% |
| 7D | -0.8% | -0.3% | -0.5% | -0.3% |
| 30D | +2.6% | -1.4% | +4.1% | +4.9% |
| 3M | +0.8% | -1.4% | +2.1% | +2.9% |
| 6M | -21.5% | +5.5% | -27.0% | -28.8% |
| YTD | -46.5% | +12.8% | -59.3% | -55.8% |
| 1Y | -55.6% | +15.4% | -71.0% | -63.1% |
| All | -55.6% | +15.2% | -70.8% | -63.1% |
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 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