+421.3%
SPCX vs VLTO
+18.3%
+403.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.5% | +8.2% | +12.1% |
| 7D | -0.3% | +5.4% | -5.7% | +42.0% |
| 30D | -19.9% | +22.3% | -42.2% | +257.2% |
| 3M | +16.8% | +19.6% | -2.8% | +246.5% |
| 6M | +510.9% | +32.3% | +478.5% | +5,558.6% |
| YTD | +516.3% | +17.9% | +498.5% | +5,672.6% |
| 1Y | +421.3% | +19.5% | +401.7% | +4,787.5% |
| All | +421.3% | +18.3% | +403.0% | +4,787.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling