+132.5%
SPUC vs VT
+107.1%
+25.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -2.8% | -2.3% | -0.5% | 0.0% |
| 30D | -5.7% | -5.0% | -0.8% | +0.3% |
| 3M | -4.6% | -4.9% | +0.3% | +1.3% |
| 6M | +0.7% | -1.5% | +2.3% | +2.3% |
| YTD | +7.2% | +8.5% | -1.3% | -3.8% |
| 1Y | +8.3% | +11.4% | -3.0% | -5.8% |
| 3Y | +84.7% | +70.1% | +14.6% | -1.0% |
| 5Y | +60.6% | +53.7% | +6.9% | -2.1% |
| All | +132.5% | +107.1% | +25.5% | +0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling