+23.2%
SPUU vs VT
+15.2%
+8.0%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +0.2% |
| 7D | -1.7% | -0.3% | -1.4% | -1.1% |
| 30D | -2.7% | -1.4% | -1.3% | -0.1% |
| 3M | -2.3% | -1.4% | -0.9% | +0.3% |
| 6M | +11.6% | +5.5% | +6.1% | +2.2% |
| YTD | +21.5% | +12.8% | +8.7% | -1.6% |
| 1Y | +23.2% | +15.4% | +7.8% | -4.6% |
| All | +23.2% | +15.2% | +8.0% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling