+211.4%
SPUS price history and return analytics
+123.9%
+87.5%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | -0.5% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | -3.5% | -1.4% | -2.1% | -2.1% |
| 3M | +0.2% | -1.4% | +1.6% | +1.7% |
| 6M | +9.1% | +5.5% | +3.6% | +3.5% |
| YTD | +15.4% | +12.8% | +2.6% | +2.2% |
| 1Y | +15.8% | +15.4% | +0.4% | +0.3% |
| 3Y | +91.4% | +76.9% | +14.6% | +9.6% |
| 5Y | +87.3% | +60.4% | +26.9% | +17.7% |
| All | +211.4% | +123.9% | +87.5% | +49.1% |
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