+489.2%
SPCX vs VGT
+71.6%
+417.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | +13.3% |
| 7D | +3.6% | +2.5% | +1.1% | -22.5% |
| 30D | -8.6% | -9.5% | +0.9% | +49.0% |
| 3M | -1.5% | -9.5% | +8.0% | +29.3% |
| 6M | +532.9% | +24.5% | +508.4% | +76.6% |
| YTD | +538.6% | +18.4% | +520.2% | +78.0% |
| 1Y | +442.9% | +18.7% | +424.1% | +51.4% |
| All | +489.2% | +71.6% | +417.6% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling