+221.8%
VT vs SPXS
-99.5%
+321.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | +0.1% |
| 7D | +2.4% | -7.5% | +9.9% | 0.0% |
| 30D | -1.5% | +5.3% | -6.8% | +0.8% |
| 3M | -4.1% | +9.7% | -13.8% | -0.3% |
| 6M | +0.6% | -4.6% | +5.1% | +1.0% |
| YTD | +11.0% | -25.8% | +36.8% | +4.6% |
| 1Y | +13.3% | -28.8% | +42.1% | +5.7% |
| 3Y | +73.4% | -80.2% | +153.6% | +19.2% |
| 5Y | +57.4% | -83.2% | +140.6% | +18.3% |
| All | +221.8% | -99.5% | +321.3% | +9.7% |
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