+99.9%
SPYC price history and return analytics
+119.0%
-19.1%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +0.5% | +1.0% | -0.5% | -0.6% |
| 30D | -2.9% | -0.2% | -2.7% | -2.7% |
| 3M | +3.6% | +4.5% | -0.9% | -1.1% |
| 6M | +12.5% | +14.1% | -1.5% | -2.4% |
| YTD | +8.8% | +14.8% | -5.9% | -6.2% |
| 1Y | +12.2% | +21.2% | -9.0% | -8.7% |
| 3Y | +65.0% | +76.6% | -11.6% | -7.3% |
| 5Y | +50.8% | +66.6% | -15.8% | -8.8% |
| All | +99.9% | +119.0% | -19.1% | -10.8% |
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 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