-71.9%
VCX vs SPY
+15.0%
-86.9%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.4% | +9.0% | +9.7% |
| 7D | -2.7% | -0.6% | -2.1% | -1.6% |
| 30D | -20.1% | -3.7% | -16.5% | -10.3% |
| 3M | -34.8% | -2.7% | -32.1% | -29.1% |
| 6M | -88.8% | +2.2% | -91.0% | -89.6% |
| All | -71.9% | +15.0% | -86.9% | -82.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling