+62.5%
VWO vs SPXU
-79.9%
+142.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.1% |
| 7D | -1.8% | +2.5% | -4.3% | -1.1% |
| 30D | -0.1% | +4.2% | -4.3% | +1.0% |
| 3M | +2.2% | -9.3% | +11.5% | +0.3% |
| 6M | +8.8% | -30.7% | +39.4% | +1.0% |
| YTD | +12.4% | -28.1% | +40.5% | +5.7% |
| 1Y | +15.6% | -35.2% | +50.8% | +6.8% |
| 3Y | +62.5% | -79.9% | +142.5% | +19.5% |
| All | +62.5% | -79.9% | +142.5% | +19.5% |
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 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