+195.8%
SPUS price history and return analytics
+115.3%
+80.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | -4.6% | -2.3% | -2.3% | -2.3% |
| 30D | -8.7% | -5.0% | -3.8% | -3.8% |
| 3M | -4.9% | -4.9% | 0.0% | +0.1% |
| 6M | +0.5% | -1.5% | +2.0% | +2.3% |
| YTD | +9.6% | +8.5% | +1.1% | +1.1% |
| 1Y | +11.3% | +11.4% | -0.1% | 0.0% |
| 3Y | +81.2% | +70.1% | +11.1% | +8.0% |
| 5Y | +77.9% | +53.7% | +24.1% | +16.7% |
| All | +195.8% | +115.3% | +80.5% | +47.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling