+959.5%
SPYG price history and return analytics
+356.5%
+603.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.6% |
| 7D | +2.3% | +2.4% | 0.0% | +0.2% |
| 30D | -6.5% | -1.5% | -5.0% | -5.0% |
| 3M | -6.8% | -4.1% | -2.7% | -3.0% |
| 6M | -3.1% | +0.6% | -3.7% | -3.3% |
| YTD | +8.0% | +11.0% | -3.0% | -1.4% |
| 1Y | +10.2% | +13.3% | -3.1% | -1.3% |
| 3Y | +91.0% | +73.4% | +17.6% | +17.9% |
| 5Y | +67.7% | +57.4% | +10.3% | +14.2% |
| 10Y | +393.9% | +221.7% | +172.2% | +88.2% |
| All | +959.5% | +356.5% | +603.0% | +193.7% |
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