+940.6%
SPUU price history and return analytics
+232.2%
+708.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | -0.2% |
| 7D | -0.3% | +0.4% | -0.7% | -0.7% |
| 30D | -7.3% | -2.6% | -4.7% | -2.0% |
| 3M | -6.4% | -3.2% | -3.2% | +0.3% |
| 6M | +1.7% | +0.9% | +0.8% | +0.6% |
| YTD | +16.8% | +11.3% | +5.5% | -4.5% |
| 1Y | +20.0% | +14.0% | +6.0% | -6.2% |
| 3Y | +155.5% | +75.8% | +79.6% | -11.0% |
| 5Y | +99.2% | +57.8% | +41.3% | -7.6% |
| 10Y | +737.9% | +219.8% | +518.1% | +24.2% |
| All | +940.6% | +232.2% | +708.4% | +46.2% |
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