-98.9%
SPCB price history and return analytics
+221.8%
-320.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.3% | -7.1% | -7.1% |
| 7D | -26.2% | +2.4% | -28.5% | -27.4% |
| 30D | -31.1% | -1.5% | -29.6% | -30.0% |
| 3M | -44.9% | -4.1% | -40.8% | -43.0% |
| 6M | -45.5% | +0.6% | -46.0% | -45.4% |
| YTD | -31.8% | +11.0% | -42.9% | -35.9% |
| 1Y | -38.2% | +13.3% | -51.5% | -42.6% |
| 3Y | -16.6% | +73.4% | -90.0% | -43.3% |
| 5Y | -96.1% | +57.4% | -153.5% | -97.2% |
| All | -98.9% | +221.8% | -320.7% | -99.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling