+520.8%
VT vs SPXU
-100.0%
+620.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +13.2% | -17.3% | +0.3% |
| 7D | -4.2% | +14.2% | -18.4% | +0.6% |
| 30D | -5.8% | +19.3% | -25.1% | +0.5% |
| 3M | -5.2% | +16.2% | -21.4% | +0.5% |
| 6M | +0.1% | -3.5% | +3.6% | +0.9% |
| YTD | +8.2% | -19.2% | +27.4% | +4.2% |
| 1Y | +10.1% | -20.7% | +30.8% | +5.8% |
| 3Y | +69.7% | -79.5% | +149.1% | +14.5% |
| 5Y | +53.4% | -81.7% | +135.1% | +15.6% |
| 10Y | +219.2% | -99.5% | +318.7% | -2.9% |
| All | +520.8% | -100.0% | +620.8% | -37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling