-98.2%
SPRU price history and return analytics
+145.4%
-243.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.4% | +2.4% |
| 7D | -12.9% | +2.4% | -15.2% | -14.6% |
| 30D | -3.4% | -1.5% | -1.9% | -2.0% |
| 3M | -22.4% | -4.1% | -18.3% | -19.5% |
| 6M | -57.0% | +0.6% | -57.5% | -56.9% |
| YTD | -72.1% | +11.0% | -83.1% | -74.2% |
| 1Y | -72.4% | +13.3% | -85.8% | -75.0% |
| 3Y | -65.5% | +73.4% | -138.8% | -77.4% |
| 5Y | -96.7% | +57.4% | -154.2% | -97.8% |
| All | -98.2% | +145.4% | -243.6% | -98.8% |
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