+22.9%
VTV vs SPXU
-36.3%
+59.2%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.3% |
| 7D | -1.1% | +2.5% | -3.6% | -0.6% |
| 30D | -1.0% | +4.2% | -5.2% | -0.2% |
| 3M | +4.6% | -9.3% | +13.9% | +3.1% |
| 6M | +13.5% | -30.7% | +44.2% | +6.6% |
| YTD | +18.5% | -28.1% | +46.6% | +12.3% |
| 1Y | +22.9% | -35.2% | +58.1% | +15.0% |
| All | +22.9% | -36.3% | +59.2% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling