+90.1%
SPYC price history and return analytics
+111.9%
-21.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +2.1% | +2.4% | -0.3% | -0.4% |
| 30D | -3.6% | -1.5% | -2.1% | -1.9% |
| 3M | -8.2% | -4.1% | -4.1% | -3.8% |
| 6M | -2.3% | +0.6% | -2.9% | -2.7% |
| YTD | +3.5% | +11.0% | -7.6% | -7.5% |
| 1Y | +3.6% | +13.3% | -9.8% | -9.4% |
| 3Y | +59.3% | +73.4% | -14.1% | -8.5% |
| 5Y | +38.0% | +57.4% | -19.5% | -11.3% |
| All | +90.1% | +111.9% | -21.8% | -12.1% |
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