-53.1%
SPRY price history and return analytics
+59.8%
-112.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +1.1% | +9.5% | +9.3% |
| 7D | +29.5% | -0.7% | +30.2% | +31.5% |
| 30D | -5.5% | -1.7% | -3.8% | -2.9% |
| 3M | -33.6% | -2.3% | -31.3% | -31.3% |
| 6M | -54.1% | +1.5% | -55.6% | -54.6% |
| YTD | -66.1% | +12.0% | -78.1% | -70.0% |
| 1Y | -55.0% | +12.9% | -67.8% | -60.2% |
| 3Y | +5.9% | +74.9% | -69.1% | -40.6% |
| 5Y | -53.1% | +59.9% | -113.0% | -67.0% |
| All | -53.1% | +59.8% | -112.8% | -67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling