-73.7%
VCX vs SPY
+12.8%
-86.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.1% | +2.5% |
| 7D | -9.6% | -2.7% | -6.9% | -2.0% |
| 30D | -31.0% | -5.4% | -25.6% | -18.0% |
| 3M | -39.1% | -4.1% | -35.0% | -30.8% |
| 6M | -87.4% | +0.7% | -88.1% | -87.8% |
| All | -73.7% | +12.8% | -86.5% | -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