+771.7%
SPUU price history and return analytics
+229.7%
+542.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | +0.4% |
| 7D | -0.6% | -0.1% | -0.5% | -0.3% |
| 30D | -3.1% | -0.7% | -2.4% | -1.7% |
| 3M | +6.0% | +4.0% | +2.0% | -1.8% |
| 6M | +23.7% | +12.3% | +11.4% | -1.6% |
| YTD | +21.0% | +14.0% | +7.0% | -6.6% |
| 1Y | +31.6% | +20.3% | +11.3% | -8.4% |
| 3Y | +149.1% | +75.4% | +73.6% | -15.2% |
| 5Y | +124.0% | +66.0% | +58.0% | -8.3% |
| All | +771.7% | +229.7% | +542.1% | +32.3% |
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 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