+1,302.6%
VUG vs SPXU
-100.0%
+1,402.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.9% | +5.6% | +0.2% |
| 7D | -1.1% | +1.5% | -2.6% | +0.1% |
| 30D | -7.0% | +6.4% | -13.4% | -3.9% |
| 3M | -3.7% | +4.2% | -8.0% | -0.9% |
| 6M | -1.6% | -7.8% | +6.1% | -2.0% |
| YTD | +5.1% | -27.5% | +32.7% | -2.5% |
| 1Y | +3.8% | -27.1% | +30.9% | -3.2% |
| 3Y | +79.9% | -80.8% | +160.7% | +16.6% |
| 5Y | +66.4% | -84.1% | +150.5% | +21.0% |
| 10Y | +405.3% | -99.5% | +504.8% | +62.2% |
| All | +1,302.6% | -100.0% | +1,402.6% | +66.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling