+27.9%
VTV vs SPXS
-30.2%
+58.0%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | +0.6% |
| 7D | +1.8% | +2.2% | -0.4% | +2.2% |
| 30D | +6.0% | +3.8% | +2.2% | +6.8% |
| 3M | +3.7% | +3.3% | +0.3% | +4.5% |
| 6M | +13.9% | -16.7% | +30.6% | +10.7% |
| YTD | +22.8% | -28.5% | +51.3% | +16.4% |
| 1Y | +27.9% | -30.4% | +58.3% | +20.9% |
| All | +27.9% | -30.2% | +58.0% | +20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling