+57.9%
VT vs SPXS
-83.7%
+141.6%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.7% | -0.3% |
| 7D | +2.9% | -9.5% | +12.4% | -0.1% |
| 30D | -2.5% | +7.4% | -9.9% | +0.4% |
| 3M | -3.3% | +6.1% | -9.4% | -0.6% |
| 6M | +1.5% | -7.3% | +8.8% | +1.1% |
| YTD | +11.4% | -26.7% | +38.1% | +4.5% |
| 1Y | +11.9% | -26.2% | +38.1% | +5.6% |
| 3Y | +73.9% | -80.3% | +154.2% | +19.7% |
| 5Y | +57.9% | -83.4% | +141.3% | +18.3% |
| All | +57.9% | -83.7% | +141.6% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling