-99.4%
SPCE vs VT
+53.2%
-152.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.1% | -1.1% | +4.4% |
| 7D | -12.8% | -4.2% | -8.6% | -3.7% |
| 30D | -22.5% | -5.8% | -16.7% | -10.7% |
| 3M | -17.6% | -5.2% | -12.4% | -6.2% |
| 6M | -2.9% | +0.1% | -3.0% | -2.2% |
| YTD | -25.9% | +8.2% | -34.1% | -37.9% |
| 1Y | -34.6% | +10.1% | -44.7% | -47.3% |
| 3Y | -93.6% | +69.7% | -163.2% | -98.1% |
| 5Y | -99.4% | +53.4% | -152.8% | -99.7% |
| All | -99.4% | +53.2% | -152.6% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling