+6.0%
VWO vs SPXU
-30.4%
+36.3%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.9% | +6.6% | -0.1% |
| 7D | -1.3% | +2.2% | -3.5% | -0.4% |
| 30D | -7.1% | +3.8% | -10.9% | -5.5% |
| 3M | -6.1% | +3.3% | -9.4% | -4.4% |
| 6M | -3.9% | -16.7% | +12.8% | -8.4% |
| YTD | +5.0% | -28.6% | +33.6% | -4.6% |
| 1Y | +6.0% | -30.6% | +36.5% | -4.1% |
| All | +6.0% | -30.4% | +36.3% | -4.1% |
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