+40.1%
VG vs SPXU
-27.0%
+67.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -7.0% | +9.4% | +5.0% |
| 7D | -8.3% | -1.5% | -6.8% | -8.2% |
| 30D | -10.3% | +9.7% | -20.0% | -15.1% |
| 3M | -10.8% | +8.4% | -19.2% | -15.3% |
| 6M | +3.5% | -5.7% | +9.2% | +5.7% |
| YTD | +74.0% | -25.4% | +99.4% | +107.1% |
| All | +40.1% | -27.0% | +67.1% | +67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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