+767.4%
SPUU vs VT
+222.7%
+544.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | 0.0% | +0.4% | -0.5% | -0.9% |
| 30D | -0.5% | +1.0% | -1.5% | -2.4% |
| 3M | +2.2% | +2.4% | -0.2% | -2.3% |
| 6M | +23.2% | +12.0% | +11.2% | -1.5% |
| YTD | +23.3% | +15.3% | +8.0% | -6.9% |
| 1Y | +34.6% | +22.6% | +12.0% | -9.8% |
| 3Y | +146.9% | +74.7% | +72.2% | -15.0% |
| 5Y | +124.2% | +66.1% | +58.1% | -8.2% |
| All | +767.4% | +222.7% | +544.6% | +33.8% |
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