+1,179.1%
VST vs SPXU
-99.5%
+1,278.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +1.2% |
| 7D | +19.2% | -9.4% | +28.5% | +15.4% |
| 30D | -17.2% | +7.4% | -24.6% | -14.2% |
| 3M | -8.1% | +6.2% | -14.3% | -4.8% |
| 6M | -8.1% | -7.2% | -0.9% | -8.3% |
| YTD | -16.3% | -26.8% | +10.5% | -21.7% |
| 1Y | -24.1% | -26.3% | +2.2% | -28.6% |
| 3Y | +300.2% | -80.6% | +380.8% | +185.6% |
| 5Y | +645.9% | -83.6% | +729.5% | +473.8% |
| All | +1,179.1% | -99.5% | +1,278.6% | +399.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling