-97.9%
SPRU price history and return analytics
+152.1%
-250.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -4.2% |
| 7D | -7.9% | -1.1% | -6.8% | -7.1% |
| 30D | -22.6% | -1.0% | -21.7% | -22.1% |
| 3M | -43.1% | +3.2% | -46.2% | -44.4% |
| 6M | -60.5% | +12.5% | -73.0% | -64.0% |
| YTD | -67.8% | +14.1% | -81.8% | -70.9% |
| 1Y | -1.8% | +18.9% | -20.7% | -14.4% |
| 3Y | -74.1% | +74.1% | -148.1% | -83.1% |
| 5Y | -96.7% | +66.9% | -163.6% | -97.8% |
| All | -97.9% | +152.1% | -250.0% | -98.7% |
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