+63.3%
SPTL price history and return analytics
+345.0%
-281.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | -0.5% |
| 7D | +0.6% | -4.2% | +4.8% | -0.1% |
| 30D | +5.6% | -5.8% | +11.4% | +4.5% |
| 3M | -0.8% | -5.2% | +4.4% | -1.8% |
| 6M | -2.1% | +0.1% | -2.3% | -2.1% |
| YTD | -2.7% | +8.2% | -11.0% | -1.2% |
| 1Y | -3.4% | +10.1% | -13.5% | -1.5% |
| 3Y | +8.1% | +69.7% | -61.5% | +20.6% |
| 5Y | -30.4% | +53.4% | -83.8% | -24.1% |
| 10Y | -12.6% | +219.2% | -231.9% | +16.9% |
| All | +63.3% | +345.0% | -281.7% | +141.3% |
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