-98.4%
SPCB price history and return analytics
+223.7%
-322.1%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.1% |
| 7D | -10.6% | +0.4% | -11.0% | -10.7% |
| 30D | -6.4% | -2.6% | -3.8% | -4.3% |
| 3M | -25.2% | -3.2% | -21.9% | -23.2% |
| 6M | -25.3% | +0.9% | -26.2% | -25.5% |
| YTD | -5.7% | +11.3% | -17.1% | -11.7% |
| 1Y | -21.3% | +14.0% | -35.3% | -27.4% |
| 3Y | +21.9% | +75.8% | -54.0% | -18.1% |
| 5Y | -95.2% | +57.8% | -153.0% | -96.5% |
| 10Y | -98.4% | +219.8% | -318.2% | -99.2% |
| All | -98.4% | +223.7% | -322.1% | -99.2% |
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