+227.3%
SPXC price history and return analytics
+65.7%
+161.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.6% | -1.4% |
| 7D | -0.3% | -0.1% | -0.1% | -0.1% |
| 30D | -9.2% | -0.7% | -8.6% | -8.4% |
| 3M | -15.5% | +4.0% | -19.5% | -19.3% |
| 6M | -8.1% | +12.3% | -20.4% | -20.0% |
| YTD | -3.7% | +14.0% | -17.7% | -17.7% |
| 1Y | +3.6% | +20.3% | -16.7% | -17.2% |
| 3Y | +146.2% | +75.4% | +70.8% | +29.5% |
| 5Y | +227.3% | +66.0% | +161.4% | +86.5% |
| All | +227.3% | +65.7% | +161.6% | +86.5% |
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