+219.8%
VT vs SPXU
-99.5%
+319.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.0% | +9.6% | +0.4% |
| 7D | +0.4% | -1.5% | +1.8% | +0.4% |
| 30D | -2.6% | +9.7% | -12.3% | +0.9% |
| 3M | -3.2% | +8.4% | -11.7% | +0.2% |
| 6M | +0.9% | -5.7% | +6.7% | +1.0% |
| YTD | +11.3% | -25.4% | +36.8% | +4.9% |
| 1Y | +14.0% | -28.9% | +42.9% | +6.3% |
| 3Y | +75.8% | -81.2% | +157.0% | +18.7% |
| 5Y | +57.8% | -83.3% | +141.1% | +18.2% |
| 10Y | +219.8% | -99.5% | +319.3% | +8.0% |
| All | +219.8% | -99.5% | +319.3% | +8.0% |
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