+5.2%
VUG vs SPXU
-30.4%
+35.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.9% | +6.4% | -0.7% |
| 7D | -3.0% | +2.2% | -5.2% | -1.9% |
| 30D | -6.4% | +3.8% | -10.2% | -4.5% |
| 3M | -3.2% | +3.3% | -6.5% | -1.0% |
| 6M | +3.1% | -16.7% | +19.8% | -2.5% |
| YTD | +6.3% | -28.6% | +34.9% | -4.3% |
| 1Y | +5.2% | -30.6% | +35.7% | -5.9% |
| All | +5.2% | -30.4% | +35.5% | -5.9% |
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