-46.6%
VG vs SPXU
-52.7%
+6.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.9% | +9.4% | +4.5% |
| 7D | +5.5% | +1.5% | +4.0% | +6.4% |
| 30D | -3.6% | +6.4% | -9.9% | -1.5% |
| 3M | -4.0% | +4.2% | -8.2% | -2.4% |
| 6M | +9.4% | -7.8% | +17.2% | +6.5% |
| YTD | +86.6% | -27.5% | +114.2% | +64.1% |
| 1Y | +69.5% | -27.1% | +96.7% | +50.9% |
| All | -46.6% | -52.7% | +6.1% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling