+44.4%
SPTI price history and return analytics
+357.8%
-313.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.6% |
| 7D | -1.5% | +2.9% | -4.4% | -1.4% |
| 30D | +0.8% | -2.5% | +3.3% | +0.6% |
| 3M | -1.4% | -3.3% | +1.9% | -1.6% |
| 6M | -1.5% | +1.5% | -3.0% | -1.4% |
| YTD | -1.8% | +11.4% | -13.1% | -1.2% |
| 1Y | -1.6% | +11.9% | -13.5% | -0.9% |
| 3Y | +11.9% | +73.9% | -62.0% | +15.6% |
| 5Y | -0.2% | +57.9% | -58.1% | +2.5% |
| 10Y | +13.5% | +222.6% | -209.1% | +23.7% |
| All | +44.4% | +357.8% | -313.5% | +62.3% |
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