+244.1%
SPSM price history and return analytics
+295.2%
-51.1%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.4% |
| 7D | -0.4% | -0.7% | +0.3% | +0.3% |
| 30D | +3.6% | -1.7% | +5.3% | +5.6% |
| 3M | -3.7% | -2.3% | -1.4% | -1.3% |
| 6M | +4.4% | +1.5% | +2.9% | +2.3% |
| YTD | +19.4% | +12.0% | +7.4% | +4.6% |
| 1Y | +20.7% | +12.9% | +7.8% | +4.9% |
| 3Y | +63.2% | +74.9% | -11.7% | -12.4% |
| 5Y | +29.2% | +59.9% | -30.7% | -23.1% |
| 10Y | +158.8% | +224.6% | -65.8% | -25.3% |
| All | +244.1% | +295.2% | -51.1% | -13.7% |
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