+995.6%
VTI vs SPXU
-100.0%
+1,095.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.1% |
| 7D | -0.4% | +1.3% | -1.6% | +0.1% |
| 30D | -1.6% | +5.1% | -6.7% | +0.2% |
| 3M | +3.6% | -9.1% | +12.7% | +1.1% |
| 6M | +13.0% | -29.6% | +42.6% | +2.3% |
| YTD | +12.7% | -27.7% | +40.4% | +3.4% |
| 1Y | +18.4% | -37.0% | +55.3% | +4.5% |
| 3Y | +76.4% | -80.2% | +156.6% | +16.8% |
| 5Y | +73.7% | -86.0% | +159.7% | +19.5% |
| 10Y | +302.5% | -99.5% | +402.0% | +23.6% |
| All | +995.6% | -100.0% | +1,095.6% | +19.8% |
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