+1,286.3%
VUG vs SPXU
-100.0%
+1,386.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -0.5% |
| 7D | +2.5% | -7.6% | +10.1% | -0.2% |
| 30D | -6.3% | +5.3% | -11.6% | -3.6% |
| 3M | -6.0% | +9.6% | -15.7% | -1.5% |
| 6M | -3.5% | -4.5% | +1.0% | -2.7% |
| YTD | +3.9% | -25.9% | +29.8% | -2.9% |
| 1Y | +5.1% | -28.9% | +34.0% | -2.9% |
| 3Y | +77.9% | -80.5% | +158.3% | +16.1% |
| 5Y | +62.4% | -83.4% | +145.8% | +20.0% |
| 10Y | +399.4% | -99.5% | +498.9% | +61.7% |
| All | +1,286.3% | -100.0% | +1,386.3% | +65.9% |
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 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