+159.4%
SPYU vs VT
+62.8%
+96.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | 0.0% |
| 7D | -12.1% | -2.3% | -9.8% | -2.1% |
| 30D | -23.4% | -5.0% | -18.4% | -4.4% |
| 3M | -23.4% | -4.9% | -18.5% | -4.1% |
| 6M | -15.3% | -1.5% | -13.8% | -5.5% |
| YTD | +0.5% | +8.5% | -8.0% | -22.1% |
| 1Y | +3.1% | +11.4% | -8.3% | -27.5% |
| All | +159.4% | +62.8% | +96.6% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling