-85.7%
SPRY price history and return analytics
+91.8%
-177.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | -0.5% | +13.8% | +13.9% |
| 7D | +17.0% | -0.1% | +17.2% | +18.0% |
| 30D | -15.6% | -3.1% | -12.5% | -11.9% |
| 3M | -39.6% | -3.5% | -36.1% | -36.6% |
| 6M | -59.2% | +0.5% | -59.6% | -59.2% |
| YTD | -69.4% | +10.8% | -80.1% | -72.7% |
| 1Y | -59.8% | +11.9% | -71.7% | -64.3% |
| 3Y | -4.3% | +73.0% | -77.3% | -46.9% |
| 5Y | -56.6% | +58.6% | -115.2% | -71.2% |
| All | -85.7% | +91.8% | -177.5% | -92.5% |
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