+262.4%
VST vs SPXU
-79.5%
+341.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -0.7% | +11.3% | +10.1% |
| 7D | -9.8% | +7.6% | -17.4% | -5.4% |
| 30D | -25.1% | +17.5% | -42.7% | -16.4% |
| 3M | -11.6% | +14.7% | -26.2% | -2.2% |
| 6M | -20.9% | -0.1% | -20.9% | -18.5% |
| YTD | -22.3% | -19.8% | -2.5% | -28.4% |
| 1Y | -32.0% | -23.7% | -8.3% | -39.0% |
| 3Y | +262.4% | -79.5% | +341.9% | +136.0% |
| All | +262.4% | -79.5% | +341.9% | +136.0% |
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 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