+501.7%
SPCX vs VT
+48.0%
+453.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | -25.6% |
| 7D | +4.2% | +0.4% | +3.8% | -14.5% |
| 30D | -12.6% | -2.6% | -10.0% | +0.8% |
| 3M | +6.7% | -3.2% | +10.0% | +21.4% |
| 6M | +546.4% | +11.8% | +534.5% | +207.5% |
| YTD | +552.1% | +11.3% | +540.8% | +210.3% |
| 1Y | +453.2% | +14.0% | +439.2% | +163.3% |
| All | +501.7% | +48.0% | +453.7% | +180.2% |
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