+144.0%
SPUC vs VT
+120.1%
+23.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.2% | +0.4% | -0.2% | -0.3% |
| 30D | -0.2% | +1.0% | -1.2% | -1.4% |
| 3M | +2.5% | +2.4% | +0.2% | -0.5% |
| 6M | +12.6% | +12.0% | +0.6% | -2.6% |
| YTD | +12.5% | +15.3% | -2.8% | -6.2% |
| 1Y | +16.9% | +22.6% | -5.7% | -9.5% |
| 3Y | +86.3% | +74.7% | +11.6% | -3.6% |
| 5Y | +77.9% | +66.1% | +11.8% | -1.2% |
| All | +144.0% | +120.1% | +23.9% | -2.3% |
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