-29.9%
SPXU vs VTEB
+0.3%
-30.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -3.4% |
| 7D | +2.2% | +0.9% | +1.3% | +5.2% |
| 30D | +3.8% | +3.7% | +0.1% | +18.0% |
| 3M | +3.3% | -0.8% | +4.1% | -9.1% |
| 6M | -16.7% | -0.9% | -15.8% | -26.8% |
| YTD | -28.6% | -0.1% | -28.5% | -34.2% |
| All | -29.9% | +0.3% | -30.2% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling