-98.2%
SPRU price history and return analytics
+144.9%
-243.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.2% | -4.3% |
| 7D | +6.7% | -0.1% | +6.8% | +6.9% |
| 30D | -7.7% | -3.1% | -4.6% | -5.3% |
| 3M | -35.1% | -3.5% | -31.6% | -33.1% |
| 6M | -56.4% | +0.5% | -56.8% | -56.3% |
| YTD | -71.7% | +10.8% | -82.5% | -73.8% |
| 1Y | -52.0% | +11.9% | -63.9% | -56.1% |
| 3Y | -66.9% | +73.0% | -139.9% | -78.4% |
| 5Y | -96.6% | +58.6% | -155.2% | -97.7% |
| All | -98.2% | +144.9% | -243.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling