+111.2%
SPBC price history and return analytics
+64.3%
+46.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -0.2% |
| 7D | -5.3% | -4.2% | -1.1% | -0.5% |
| 30D | -7.2% | -5.8% | -1.4% | -0.5% |
| 3M | -3.0% | -5.2% | +2.3% | +3.3% |
| 6M | +1.6% | +0.1% | +1.5% | +1.3% |
| YTD | +7.2% | +8.2% | -1.0% | -2.4% |
| 1Y | +6.6% | +10.1% | -3.6% | -5.0% |
| 3Y | +93.5% | +69.7% | +23.8% | +3.7% |
| 5Y | +79.2% | +53.4% | +25.8% | +9.0% |
| All | +111.2% | +64.3% | +46.9% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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