-29.9%
SPT price history and return analytics
+122.6%
-152.5%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.4% |
| 7D | +5.2% | +2.4% | +2.9% | +1.4% |
| 30D | +5.4% | -1.5% | +6.9% | +7.0% |
| 3M | +16.8% | -4.1% | +20.9% | +23.0% |
| 6M | +84.5% | +0.6% | +83.9% | +78.4% |
| YTD | +3.3% | +11.0% | -7.8% | -16.7% |
| 1Y | +10.1% | +13.3% | -3.2% | -14.2% |
| 3Y | -75.8% | +73.4% | -149.2% | -90.9% |
| 5Y | -91.5% | +57.4% | -148.9% | -95.9% |
| All | -29.9% | +122.6% | -152.5% | -76.0% |
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 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