+286.1%
VCTR vs SPY
+81.0%
+205.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.7% |
| 7D | +0.4% | -0.4% | +0.8% | +0.9% |
| 30D | +0.4% | -1.4% | +1.8% | +2.1% |
| 3M | +26.2% | +3.7% | +22.5% | +20.6% |
| 6M | +65.2% | +13.0% | +52.2% | +42.4% |
| YTD | +79.6% | +12.4% | +67.2% | +55.9% |
| 1Y | +61.6% | +18.5% | +43.0% | +31.2% |
| 3Y | +261.9% | +77.6% | +184.3% | +85.9% |
| 5Y | +286.1% | +81.7% | +204.4% | +97.3% |
| All | +286.1% | +81.0% | +205.1% | +97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling