-44.1%
VG vs SPXU
-52.2%
+8.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.1% | +3.7% | +5.0% |
| 7D | +15.1% | -9.4% | +24.5% | +12.3% |
| 30D | -4.2% | +7.4% | -11.6% | -1.8% |
| 3M | -3.1% | +6.2% | -9.3% | -1.0% |
| 6M | +0.3% | -7.2% | +7.6% | -2.2% |
| YTD | +95.5% | -26.8% | +122.2% | +72.4% |
| 1Y | +64.4% | -26.3% | +90.7% | +46.9% |
| All | -44.1% | -52.2% | +8.1% | -45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling