+31.2%
SPOK price history and return analytics
+221.8%
-190.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.6% |
| 7D | -0.8% | +2.4% | -3.1% | -2.2% |
| 30D | +8.7% | -1.5% | +10.2% | +9.6% |
| 3M | +9.2% | -4.1% | +13.3% | +11.9% |
| 6M | +13.0% | +0.6% | +12.5% | +11.9% |
| YTD | -3.7% | +11.0% | -14.7% | -11.2% |
| 1Y | -5.9% | +13.3% | -19.3% | -14.5% |
| 3Y | -5.2% | +73.4% | -78.6% | -36.1% |
| 5Y | +84.1% | +57.4% | +26.7% | +32.2% |
| All | +31.2% | +221.8% | -190.6% | -49.4% |
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