+69.5%
SPUC vs VT
+59.8%
+9.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | 0.0% |
| 7D | -0.8% | -0.7% | -0.1% | 0.0% |
| 30D | -2.6% | -1.7% | -0.8% | -0.5% |
| 3M | -1.5% | -2.3% | +0.8% | +1.3% |
| 6M | +3.8% | +1.5% | +2.2% | +1.5% |
| YTD | +10.9% | +12.0% | -1.2% | -4.5% |
| 1Y | +8.8% | +12.9% | -4.1% | -7.1% |
| 3Y | +88.8% | +74.9% | +13.8% | -3.0% |
| 5Y | +69.5% | +59.9% | +9.6% | -0.1% |
| All | +69.5% | +59.8% | +9.8% | -0.1% |
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 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