-95.4%
SPCB price history and return analytics
+53.4%
-148.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -16.9% | -2.3% | -14.6% | -15.0% |
| 30D | -8.1% | -5.0% | -3.2% | -3.6% |
| 3M | -20.2% | -4.9% | -15.4% | -16.4% |
| 6M | -21.9% | -1.5% | -20.3% | -20.3% |
| YTD | -7.6% | +8.5% | -16.1% | -12.4% |
| 1Y | -17.8% | +11.4% | -29.2% | -23.5% |
| 3Y | +2.0% | +70.1% | -68.1% | -34.8% |
| All | -95.4% | +53.4% | -148.8% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling