+430.6%
SPXC price history and return analytics
+357.8%
+72.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.3% |
| 7D | +8.7% | +2.9% | +5.8% | +4.8% |
| 30D | -12.4% | -2.5% | -9.9% | -9.1% |
| 3M | -31.0% | -3.3% | -27.6% | -27.5% |
| 6M | -24.3% | +1.5% | -25.8% | -25.0% |
| YTD | -24.7% | +11.4% | -36.1% | -33.7% |
| 1Y | -31.3% | +11.9% | -43.2% | -39.7% |
| 3Y | +79.8% | +73.9% | +5.9% | -9.4% |
| 5Y | +129.3% | +57.9% | +71.4% | +30.4% |
| 10Y | +623.7% | +222.6% | +401.1% | +70.2% |
| All | +430.6% | +357.8% | +72.7% | -7.8% |
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