+213.1%
SPUS price history and return analytics
+128.9%
+84.2%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.4% | +0.4% | 0.0% | 0.0% |
| 30D | +0.8% | +1.0% | -0.2% | -0.2% |
| 3M | +0.5% | +2.4% | -1.9% | -1.8% |
| 6M | +16.7% | +12.0% | +4.7% | +4.1% |
| YTD | +16.0% | +15.3% | +0.7% | +0.5% |
| 1Y | +26.0% | +22.6% | +3.4% | +2.7% |
| 3Y | +84.3% | +74.7% | +9.6% | +6.7% |
| 5Y | +97.6% | +66.1% | +31.5% | +20.0% |
| All | +213.1% | +128.9% | +84.2% | +46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling