-79.4%
SPXU vs VCLT
+11.3%
-90.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | 0.0% |
| 7D | +6.4% | -1.3% | +7.6% | +4.3% |
| 30D | +5.9% | -1.1% | +7.1% | +4.2% |
| 3M | -11.7% | -3.7% | -8.0% | -16.2% |
| 6M | -28.7% | -4.0% | -24.7% | -32.0% |
| YTD | -26.4% | -3.4% | -23.0% | -29.0% |
| 1Y | -35.2% | -4.1% | -31.1% | -38.1% |
| All | -79.4% | +11.3% | -90.7% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling