+87.9%
VUG vs SPXU
-80.6%
+168.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | +0.3% |
| 7D | +0.9% | -1.5% | +2.3% | +0.3% |
| 30D | -1.4% | +3.7% | -5.2% | +0.3% |
| 3M | +2.3% | -9.6% | +11.9% | -0.8% |
| 6M | +15.7% | -32.4% | +48.0% | +0.8% |
| YTD | +8.6% | -28.7% | +37.3% | -2.6% |
| 1Y | +14.1% | -38.2% | +52.3% | -2.5% |
| 3Y | +87.9% | -80.4% | +168.3% | +14.8% |
| All | +87.9% | -80.6% | +168.4% | +14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling