+3,603.3%
VGT vs SPXS
-100.0%
+3,703.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.6% | +0.4% |
| 7D | +1.5% | +1.2% | +0.2% | +2.0% |
| 30D | +0.5% | +5.2% | -4.6% | +2.7% |
| 3M | +5.3% | -9.2% | +14.4% | +2.7% |
| 6M | +32.4% | -29.6% | +62.0% | +19.2% |
| YTD | +28.6% | -27.6% | +56.2% | +17.8% |
| 1Y | +37.6% | -36.7% | +74.4% | +21.3% |
| 3Y | +125.5% | -79.8% | +205.3% | +48.1% |
| 5Y | +135.2% | -85.9% | +221.1% | +64.1% |
| 10Y | +812.9% | -99.5% | +912.4% | +184.6% |
| All | +3,603.3% | -100.0% | +3,703.3% | +258.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling