+129.0%
SPSC price history and return analytics
+226.9%
-97.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | -0.4% |
| 7D | -8.3% | -2.0% | -6.3% | -6.2% |
| 30D | +3.1% | -1.4% | +4.5% | +4.8% |
| 3M | +38.7% | +4.7% | +34.0% | +31.1% |
| 6M | +26.3% | +11.4% | +15.0% | +10.5% |
| YTD | -13.4% | +13.1% | -26.4% | -25.7% |
| 1Y | -30.0% | +19.0% | -49.1% | -43.6% |
| 3Y | -56.7% | +73.9% | -130.6% | -77.0% |
| 5Y | -44.2% | +65.4% | -109.6% | -68.2% |
| All | +129.0% | +226.9% | -97.9% | -32.6% |
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