+161.1%
VEA vs SPXS
-99.6%
+260.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +0.4% |
| 7D | -1.5% | +2.5% | -3.9% | -0.8% |
| 30D | -0.8% | +4.2% | -5.0% | +0.4% |
| 3M | +2.5% | -9.3% | +11.8% | +0.4% |
| 6M | +11.1% | -30.7% | +41.8% | +2.5% |
| YTD | +17.2% | -28.1% | +45.2% | +9.6% |
| 1Y | +24.5% | -35.1% | +59.6% | +14.0% |
| 3Y | +75.4% | -79.6% | +155.0% | +26.5% |
| 5Y | +61.1% | -86.3% | +147.4% | +17.2% |
| All | +161.1% | -99.6% | +260.6% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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