-80.7%
SPXU vs VT
+74.5%
-155.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | -0.8% |
| 7D | -9.4% | +2.9% | -12.2% | -0.9% |
| 30D | +7.4% | -2.5% | +10.0% | +1.9% |
| 3M | +6.2% | -3.3% | +9.5% | -1.1% |
| 6M | -7.2% | +1.5% | -8.8% | +3.0% |
| YTD | -26.8% | +11.4% | -38.1% | +12.1% |
| 1Y | -26.3% | +11.9% | -38.2% | +15.8% |
| All | -80.7% | +74.5% | -155.2% | +45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling