+1,045.3%
VCTR vs SPY
+224.8%
+820.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -1.6% |
| 7D | -2.6% | -0.8% | -1.8% | -1.8% |
| 30D | -4.7% | -1.1% | -3.6% | -3.5% |
| 3M | +28.2% | +3.9% | +24.3% | +22.8% |
| 6M | +64.6% | +13.6% | +51.0% | +42.6% |
| YTD | +77.9% | +12.7% | +65.2% | +55.7% |
| 1Y | +60.0% | +17.5% | +42.5% | +33.4% |
| 3Y | +255.6% | +76.9% | +178.7% | +92.8% |
| 5Y | +288.1% | +83.6% | +204.5% | +103.6% |
| All | +1,045.3% | +224.8% | +820.5% | +257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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