+70.0%
SPOK price history and return analytics
+66.2%
+3.8%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +0.8% | +1.0% | -0.3% | +0.3% |
| 30D | -4.9% | -0.2% | -4.7% | -4.9% |
| 3M | +2.7% | +4.5% | -1.8% | +0.5% |
| 6M | -7.6% | +14.1% | -21.7% | -13.4% |
| YTD | -12.2% | +14.8% | -26.9% | -18.0% |
| 1Y | -31.5% | +21.2% | -52.7% | -37.7% |
| 3Y | -3.7% | +76.6% | -80.3% | -26.5% |
| 5Y | +70.0% | +66.6% | +3.4% | +31.3% |
| All | +70.0% | +66.2% | +3.8% | +31.3% |
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