-86.3%
SPXU vs VTEB
+1.2%
-87.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.8% | -1.5% |
| 7D | +2.5% | -0.9% | +3.4% | 0.0% |
| 30D | +4.2% | -2.5% | +6.7% | -2.6% |
| 3M | -9.3% | -3.0% | -6.3% | -16.1% |
| 6M | -30.7% | -2.1% | -28.6% | -34.1% |
| YTD | -28.1% | -1.5% | -26.6% | -30.5% |
| 1Y | -35.2% | +0.2% | -35.4% | -34.8% |
| 3Y | -79.9% | +8.6% | -88.5% | -73.7% |
| All | -86.3% | +1.2% | -87.5% | -81.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling