+24.3%
SPRE price history and return analytics
+90.8%
-66.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.3% |
| 7D | -1.9% | -2.0% | +0.1% | -0.4% |
| 30D | -4.7% | -1.4% | -3.3% | -3.7% |
| 3M | -3.4% | +4.7% | -8.1% | -7.0% |
| 6M | +0.2% | +11.4% | -11.1% | -8.3% |
| YTD | +5.5% | +13.1% | -7.5% | -4.7% |
| 1Y | +8.4% | +19.0% | -10.6% | -6.2% |
| 3Y | +21.1% | +73.9% | -52.9% | -23.7% |
| 5Y | -1.6% | +65.4% | -67.0% | -37.5% |
| All | +24.3% | +90.8% | -66.5% | -27.9% |
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