+202.0%
VWO vs SPXU
-100.0%
+302.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.1% |
| 7D | +0.2% | +1.3% | -1.1% | +0.6% |
| 30D | +0.9% | +5.1% | -4.2% | +2.6% |
| 3M | +4.3% | -9.1% | +13.4% | +2.0% |
| 6M | +10.5% | -29.6% | +40.1% | +1.0% |
| YTD | +13.4% | -27.7% | +41.0% | +5.0% |
| 1Y | +18.6% | -37.0% | +55.5% | +6.0% |
| 3Y | +65.8% | -80.2% | +146.0% | +11.3% |
| 5Y | +35.2% | -86.0% | +121.2% | -8.0% |
| 10Y | +116.6% | -99.5% | +216.2% | -40.7% |
| All | +202.0% | -100.0% | +302.0% | -76.1% |
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 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