+847.5%
SPXC price history and return analytics
+226.9%
+620.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -1.8% |
| 7D | -3.6% | -2.0% | -1.6% | -0.9% |
| 30D | -13.8% | -1.4% | -12.3% | -12.0% |
| 3M | -16.4% | +4.7% | -21.1% | -21.0% |
| 6M | -11.4% | +11.4% | -22.7% | -22.4% |
| YTD | -6.6% | +13.1% | -19.6% | -19.9% |
| 1Y | -0.6% | +19.0% | -19.6% | -20.4% |
| 3Y | +138.9% | +73.9% | +64.9% | +18.2% |
| 5Y | +221.8% | +65.4% | +156.4% | +70.7% |
| All | +847.5% | +226.9% | +620.7% | +90.3% |
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 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