-98.7%
SPCB vs VT
+224.5%
-323.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -1.8% | +0.4% | -2.2% | -2.1% |
| 30D | -7.4% | +1.0% | -8.4% | -8.0% |
| 3M | -10.1% | +2.4% | -12.4% | -11.4% |
| 6M | +19.8% | +12.0% | +7.8% | +11.1% |
| YTD | +9.6% | +15.3% | -5.7% | -0.1% |
| 1Y | +8.9% | +22.6% | -13.7% | -4.4% |
| 3Y | -2.7% | +74.7% | -77.4% | -34.3% |
| 5Y | -95.9% | +66.1% | -162.0% | -97.1% |
| All | -98.7% | +224.5% | -323.1% | -99.4% |
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