-99.5%
SPXU vs VO
+200.3%
-299.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -0.3% |
| 7D | +2.5% | -1.5% | +4.0% | -1.5% |
| 30D | +4.2% | -3.0% | +7.2% | -3.8% |
| 3M | -9.3% | +2.8% | -12.1% | -0.9% |
| 6M | -30.7% | +10.9% | -41.6% | -4.5% |
| YTD | -28.1% | +12.5% | -40.6% | +3.9% |
| 1Y | -35.2% | +12.0% | -47.2% | -5.8% |
| 3Y | -79.9% | +56.3% | -136.2% | -7.8% |
| 5Y | -86.4% | +42.9% | -129.3% | -23.8% |
| All | -99.5% | +200.3% | -299.8% | -53.1% |
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