-99.7%
SPCB price history and return analytics
+346.0%
-445.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -16.9% | -2.3% | -14.6% | -16.4% |
| 30D | -8.1% | -5.0% | -3.2% | -6.9% |
| 3M | -20.2% | -4.9% | -15.4% | -19.2% |
| 6M | -21.9% | -1.5% | -20.3% | -21.4% |
| YTD | -7.6% | +8.5% | -16.1% | -8.8% |
| 1Y | -17.8% | +11.4% | -29.2% | -19.2% |
| 3Y | +2.0% | +70.1% | -68.1% | -7.8% |
| 5Y | -95.4% | +53.7% | -149.1% | -95.8% |
| 10Y | -98.5% | +220.0% | -318.4% | -98.6% |
| All | -99.7% | +346.0% | -445.7% | -99.8% |
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 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