-68.3%
SPRY price history and return analytics
+53.4%
-121.7%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.2% | +5.1% | +5.0% |
| 7D | -17.5% | -2.3% | -15.1% | -14.8% |
| 30D | -36.0% | -5.0% | -31.1% | -31.9% |
| 3M | -49.7% | -4.9% | -44.9% | -46.4% |
| 6M | -69.9% | -1.5% | -68.4% | -69.3% |
| YTD | -76.1% | +8.5% | -84.5% | -78.1% |
| 1Y | -66.0% | +11.4% | -77.3% | -69.5% |
| 3Y | -22.1% | +70.1% | -92.1% | -54.9% |
| All | -68.3% | +53.4% | -121.7% | -76.5% |
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 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