-33.0%
SPT price history and return analytics
+123.2%
-156.2%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -3.5% |
| 7D | -8.0% | +0.4% | -8.4% | -9.3% |
| 30D | +1.1% | -2.6% | +3.7% | +4.5% |
| 3M | +7.5% | -3.2% | +10.8% | +11.7% |
| 6M | +50.3% | +0.9% | +49.3% | +44.4% |
| YTD | -1.3% | +11.3% | -12.6% | -20.7% |
| 1Y | +11.2% | +14.0% | -2.8% | -14.0% |
| 3Y | -76.4% | +75.8% | -152.3% | -91.3% |
| 5Y | -92.2% | +57.8% | -150.0% | -96.3% |
| All | -33.0% | +123.2% | -156.2% | -77.2% |
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