+167.0%
SPSM price history and return analytics
+226.9%
-59.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | +0.1% |
| 7D | -2.3% | -2.0% | -0.3% | 0.0% |
| 30D | -4.6% | -1.4% | -3.2% | -3.1% |
| 3M | +2.2% | +4.7% | -2.6% | -3.3% |
| 6M | +13.9% | +11.4% | +2.6% | +0.2% |
| YTD | +18.2% | +13.1% | +5.2% | +2.1% |
| 1Y | +21.8% | +19.0% | +2.8% | -0.8% |
| 3Y | +52.6% | +73.9% | -21.4% | -19.4% |
| 5Y | +40.7% | +65.4% | -24.7% | -21.0% |
| All | +167.0% | +226.9% | -59.8% | -30.1% |
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