+219.8%
VT vs SPXS
-99.5%
+319.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.0% | +9.6% | +0.4% |
| 7D | +0.4% | -1.5% | +1.9% | +0.4% |
| 30D | -2.6% | +9.6% | -12.2% | +0.9% |
| 3M | -3.2% | +8.5% | -11.7% | +0.2% |
| 6M | +0.9% | -5.8% | +6.7% | +1.0% |
| YTD | +11.3% | -25.4% | +36.7% | +5.0% |
| 1Y | +14.0% | -28.8% | +42.8% | +6.4% |
| 3Y | +75.8% | -80.9% | +156.7% | +19.5% |
| 5Y | +57.8% | -83.1% | +140.9% | +18.8% |
| 10Y | +219.8% | -99.5% | +319.3% | +8.8% |
| All | +219.8% | -99.5% | +319.3% | +8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling