+1,200.7%
VCTR vs SPY
+221.4%
+979.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +1.1% |
| 7D | +5.0% | +2.6% | +2.5% | +2.1% |
| 30D | +18.0% | -2.0% | +20.0% | +20.9% |
| 3M | +6.5% | -2.8% | +9.3% | +10.1% |
| 6M | +45.4% | +2.1% | +43.3% | +42.1% |
| YTD | +102.0% | +11.5% | +90.5% | +79.3% |
| 1Y | +102.8% | +13.5% | +89.3% | +76.5% |
| 3Y | +344.4% | +77.7% | +266.7% | +140.6% |
| 5Y | +273.2% | +72.6% | +200.6% | +109.4% |
| All | +1,200.7% | +221.4% | +979.3% | +312.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling