-84.8%
SPRY price history and return analytics
+92.8%
-177.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.8% |
| 7D | +43.8% | +2.9% | +40.9% | +39.5% |
| 30D | -5.9% | -2.5% | -3.4% | -2.3% |
| 3M | -37.0% | -3.3% | -33.7% | -33.9% |
| 6M | -55.9% | +1.5% | -57.4% | -56.3% |
| YTD | -67.3% | +11.4% | -78.7% | -71.0% |
| 1Y | -57.4% | +11.9% | -69.3% | -62.1% |
| 3Y | +2.1% | +73.9% | -71.7% | -43.6% |
| 5Y | -54.9% | +57.9% | -112.8% | -69.8% |
| All | -84.8% | +92.8% | -177.5% | -92.0% |
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