+139.6%
SPTE price history and return analytics
+69.8%
+69.8%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | +0.2% |
| 7D | -0.3% | -2.0% | +1.7% | +3.0% |
| 30D | +0.2% | -1.4% | +1.6% | +2.5% |
| 3M | +4.2% | +4.7% | -0.5% | -2.5% |
| 6M | +30.8% | +11.4% | +19.5% | +12.2% |
| YTD | +35.1% | +13.1% | +22.1% | +13.4% |
| 1Y | +45.3% | +19.0% | +26.3% | +13.0% |
| All | +139.6% | +69.8% | +69.8% | +11.7% |
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 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