-58.0%
SPRB price history and return analytics
+11.9%
-69.9%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.1% |
| 7D | +0.4% | +2.9% | -2.5% | -4.3% |
| 30D | +6.3% | -2.5% | +8.8% | +11.5% |
| 3M | -8.9% | -3.3% | -5.5% | -3.2% |
| 6M | -24.3% | +1.5% | -25.8% | -26.3% |
| YTD | -50.8% | +11.4% | -62.1% | -59.0% |
| 1Y | -58.0% | +11.9% | -69.9% | -65.1% |
| All | -58.0% | +11.9% | -69.9% | -65.1% |
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