-53.3%
SPSC price history and return analytics
+77.9%
-131.2%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -2.3% | +0.4% | -2.7% | -2.7% |
| 30D | +14.3% | +1.0% | +13.3% | +13.2% |
| 3M | +48.0% | +2.4% | +45.6% | +43.7% |
| 6M | +33.5% | +12.0% | +21.5% | +16.0% |
| YTD | -6.9% | +15.3% | -22.2% | -22.4% |
| 1Y | -24.1% | +22.6% | -46.7% | -42.0% |
| All | -53.3% | +77.9% | -131.2% | -79.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling