+241.2%
SPSM price history and return analytics
+290.8%
-49.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | +0.2% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | +2.7% | -3.1% | +5.7% | +6.2% |
| 3M | -4.3% | -3.5% | -0.8% | -0.6% |
| 6M | +2.7% | +0.5% | +2.3% | +1.8% |
| YTD | +18.4% | +10.8% | +7.6% | +5.1% |
| 1Y | +20.1% | +11.9% | +8.2% | +5.4% |
| 3Y | +61.9% | +73.0% | -11.1% | -12.0% |
| 5Y | +28.9% | +58.6% | -29.7% | -22.6% |
| 10Y | +162.5% | +219.2% | -56.7% | -22.9% |
| All | +241.2% | +290.8% | -49.6% | -13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling