+64.3%
VUG vs SPXU
-84.0%
+148.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.9% | +5.6% | 0.0% |
| 7D | -1.1% | +1.5% | -2.6% | +0.3% |
| 30D | -7.0% | +6.4% | -13.4% | -3.5% |
| 3M | -3.7% | +4.2% | -8.0% | -0.5% |
| 6M | -1.6% | -7.8% | +6.1% | -2.2% |
| YTD | +5.1% | -27.5% | +32.7% | -3.9% |
| 1Y | +3.8% | -27.1% | +30.9% | -4.5% |
| 3Y | +79.9% | -80.8% | +160.7% | +7.3% |
| All | +64.3% | -84.0% | +148.3% | +13.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling