-99.9%
SPRB price history and return analytics
+114.5%
-214.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.6% | -5.0% | -4.6% |
| 7D | -6.6% | -0.1% | -6.4% | -6.4% |
| 30D | +20.6% | -0.7% | +21.3% | +22.1% |
| 3M | +13.7% | +4.0% | +9.7% | +6.9% |
| 6M | -10.3% | +12.3% | -22.5% | -24.3% |
| YTD | -36.0% | +14.0% | -50.0% | -47.3% |
| 1Y | +519.3% | +20.3% | +499.0% | +365.6% |
| 3Y | -99.6% | +75.4% | -175.0% | -99.8% |
| 5Y | -99.9% | +66.0% | -165.8% | -99.9% |
| All | -99.9% | +114.5% | -214.5% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling