+199.6%
SPVM price history and return analytics
+224.4%
-24.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.6% |
| 7D | +0.1% | -0.7% | +0.8% | +0.7% |
| 30D | +5.4% | -1.7% | +7.2% | +7.0% |
| 3M | +1.6% | -2.3% | +3.9% | +3.6% |
| 6M | +12.8% | +1.5% | +11.3% | +10.3% |
| YTD | +17.9% | +12.0% | +5.9% | +4.2% |
| 1Y | +21.7% | +12.9% | +8.8% | +6.7% |
| 3Y | +78.0% | +74.9% | +3.1% | -0.4% |
| 5Y | +69.5% | +59.9% | +9.6% | +3.7% |
| 10Y | +199.6% | +224.6% | -25.0% | -9.2% |
| All | +199.6% | +224.4% | -24.7% | -9.2% |
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 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