+228.7%
VTV vs SPXU
-99.6%
+328.3%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | 0.0% |
| 7D | -1.1% | +2.5% | -3.6% | -0.4% |
| 30D | -1.0% | +4.2% | -5.2% | +0.2% |
| 3M | +4.6% | -9.3% | +13.9% | +2.3% |
| 6M | +13.5% | -30.7% | +44.2% | +3.6% |
| YTD | +18.5% | -28.1% | +46.6% | +9.7% |
| 1Y | +22.9% | -35.2% | +58.1% | +11.1% |
| 3Y | +67.8% | -79.9% | +147.8% | +16.6% |
| 5Y | +81.8% | -86.4% | +168.2% | +27.4% |
| All | +228.7% | -99.6% | +328.3% | +7.1% |
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