+91.3%
SPYC price history and return analytics
+112.4%
-21.2%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.1% | -0.1% |
| 30D | -5.2% | -2.6% | -2.6% | -2.4% |
| 3M | -7.2% | -3.2% | -3.9% | -3.7% |
| 6M | -1.1% | +0.9% | -2.0% | -1.9% |
| YTD | +4.1% | +11.3% | -7.2% | -7.2% |
| 1Y | +4.1% | +14.0% | -9.9% | -9.5% |
| 3Y | +62.6% | +75.8% | -13.2% | -7.8% |
| 5Y | +38.0% | +57.8% | -19.8% | -11.5% |
| All | +91.3% | +112.4% | -21.2% | -11.8% |
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