+508.1%
SPOK price history and return analytics
+357.6%
+150.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | +0.2% |
| 7D | -0.7% | +0.4% | -1.1% | -1.0% |
| 30D | +11.7% | -2.6% | +14.3% | +13.5% |
| 3M | +7.1% | -3.2% | +10.4% | +9.2% |
| 6M | +16.7% | +0.9% | +15.7% | +15.2% |
| YTD | -1.0% | +11.3% | -12.4% | -8.9% |
| 1Y | -0.6% | +14.0% | -14.6% | -10.0% |
| 3Y | -1.6% | +75.8% | -77.4% | -34.0% |
| 5Y | +89.0% | +57.8% | +31.2% | +34.4% |
| 10Y | +41.0% | +219.8% | -178.8% | -39.3% |
| All | +508.1% | +357.6% | +150.5% | +87.3% |
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 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