+77.4%
VUG vs SPXS
-85.7%
+163.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | +0.1% |
| 7D | +0.1% | +1.2% | -1.2% | +0.7% |
| 30D | -1.7% | +5.2% | -6.9% | +0.6% |
| 3M | +2.8% | -9.2% | +12.0% | -0.1% |
| 6M | +13.6% | -29.6% | +43.2% | +0.6% |
| YTD | +8.1% | -27.6% | +35.7% | -2.5% |
| 1Y | +13.1% | -36.7% | +49.8% | -2.6% |
| 3Y | +87.0% | -79.8% | +166.8% | +13.8% |
| All | +77.4% | -85.7% | +163.1% | +14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling