+66.6%
VT vs SPXU
-86.1%
+152.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | +0.4% |
| 7D | +0.4% | -0.1% | +0.6% | +0.4% |
| 30D | +1.0% | +0.8% | +0.1% | +1.3% |
| 3M | +2.4% | -4.7% | +7.1% | +1.8% |
| 6M | +12.0% | -29.6% | +41.6% | +2.5% |
| YTD | +15.3% | -29.9% | +45.2% | +5.8% |
| 1Y | +22.6% | -39.1% | +61.7% | +8.6% |
| 3Y | +74.7% | -80.0% | +154.7% | +20.5% |
| All | +66.6% | -86.1% | +152.7% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling