+194.2%
SPUS vs VT
+114.8%
+79.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.1% | -1.5% | -1.4% |
| 7D | -7.3% | -4.2% | -3.1% | -3.1% |
| 30D | -9.3% | -5.8% | -3.5% | -3.6% |
| 3M | -5.3% | -5.2% | -0.1% | +0.1% |
| 6M | +1.9% | +0.1% | +1.8% | +2.0% |
| YTD | +9.0% | +8.2% | +0.8% | +0.8% |
| 1Y | +9.2% | +10.1% | -0.9% | -0.8% |
| 3Y | +80.8% | +69.7% | +11.2% | +8.1% |
| 5Y | +76.9% | +53.4% | +23.5% | +16.3% |
| All | +194.2% | +114.8% | +79.4% | +47.0% |
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