+379.7%
VRT vs SPXS
-80.3%
+460.0%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.3% | -4.9% | -2.5% |
| 7D | +10.5% | -7.5% | +18.0% | +4.4% |
| 30D | -9.3% | +5.3% | -14.6% | -2.4% |
| 3M | -29.6% | +9.7% | -39.3% | -20.7% |
| 6M | -45.4% | -4.6% | -40.8% | -43.1% |
| YTD | +24.8% | -25.8% | +50.6% | +10.9% |
| 1Y | +23.6% | -28.8% | +52.4% | +7.8% |
| 3Y | +379.7% | -80.2% | +459.8% | +124.9% |
| All | +379.7% | -80.3% | +460.0% | +124.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling