+49.6%
SPEU price history and return analytics
+57.4%
-7.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.6% |
| 7D | +2.1% | +0.4% | +1.7% | +1.7% |
| 30D | +4.6% | -2.6% | +7.2% | +7.1% |
| 3M | -2.7% | -3.2% | +0.6% | +0.2% |
| 6M | +3.4% | +0.9% | +2.5% | +2.3% |
| YTD | +9.3% | +11.3% | -2.0% | -1.2% |
| 1Y | +15.6% | +14.0% | +1.6% | +2.2% |
| 3Y | +69.1% | +75.8% | -6.7% | -1.8% |
| 5Y | +49.6% | +57.8% | -8.2% | -5.3% |
| All | +49.6% | +57.4% | -7.8% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling