+44.7%
SPTI price history and return analytics
+360.7%
-316.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.1% |
| 7D | -0.6% | -0.7% | +0.1% | -0.6% |
| 30D | +1.0% | -1.7% | +2.8% | +0.9% |
| 3M | -1.1% | -2.3% | +1.2% | -1.2% |
| 6M | -1.5% | +1.5% | -3.0% | -1.4% |
| YTD | -1.6% | +12.0% | -13.6% | -0.9% |
| 1Y | -1.3% | +12.9% | -14.2% | -0.6% |
| 3Y | +12.1% | +74.9% | -62.8% | +15.9% |
| 5Y | +0.1% | +59.9% | -59.8% | +3.0% |
| 10Y | +13.8% | +224.6% | -210.9% | +24.0% |
| All | +44.7% | +360.7% | -316.0% | +62.7% |
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