+82.7%
SXC price history and return analytics
+65.1%
+17.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | -3.6% | -0.1% | -3.5% | -3.5% |
| 30D | +9.7% | -0.7% | +10.4% | +10.4% |
| 3M | +14.9% | +4.0% | +11.0% | +10.2% |
| 6M | +79.5% | +12.3% | +67.2% | +59.3% |
| YTD | +47.8% | +14.0% | +33.8% | +29.4% |
| 1Y | +43.5% | +20.3% | +23.2% | +19.5% |
| 3Y | +34.6% | +75.4% | -40.8% | -22.7% |
| All | +82.7% | +65.1% | +17.6% | +6.8% |
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 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