+447.4%
SPVM price history and return analytics
+347.0%
+100.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.8% | -0.7% |
| 7D | -1.6% | -2.3% | +0.7% | +0.4% |
| 30D | +4.3% | -5.0% | +9.2% | +8.8% |
| 3M | -0.5% | -4.9% | +4.4% | +3.7% |
| 6M | +8.4% | -1.5% | +10.0% | +9.1% |
| YTD | +14.6% | +8.5% | +6.1% | +5.6% |
| 1Y | +20.8% | +11.4% | +9.5% | +8.7% |
| 3Y | +71.7% | +70.1% | +1.6% | +5.5% |
| 5Y | +65.6% | +53.7% | +11.8% | +10.9% |
| 10Y | +206.3% | +220.0% | -13.7% | +14.1% |
| All | +447.4% | +347.0% | +100.3% | +59.3% |
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