-99.5%
SPXS vs VO
+197.9%
-297.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | -0.6% |
| 7D | +6.4% | -2.5% | +8.9% | -0.5% |
| 30D | +6.0% | -3.2% | +9.2% | -2.7% |
| 3M | -11.6% | +3.9% | -15.6% | -0.5% |
| 6M | -28.7% | +9.6% | -38.4% | -4.8% |
| YTD | -26.3% | +11.6% | -37.9% | +4.5% |
| 1Y | -34.9% | +12.6% | -47.5% | -3.7% |
| 3Y | -79.5% | +55.4% | -134.8% | -6.6% |
| 5Y | -85.9% | +41.8% | -127.8% | -22.5% |
| All | -99.5% | +197.9% | -297.4% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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