+235.9%
SPXT price history and return analytics
+267.4%
-31.6%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.4% | +0.4% | -0.8% | -0.7% |
| 30D | -0.7% | +1.0% | -1.7% | -1.5% |
| 3M | +3.6% | +2.4% | +1.2% | +1.5% |
| 6M | +4.8% | +12.0% | -7.2% | -4.4% |
| YTD | +8.0% | +15.3% | -7.4% | -3.8% |
| 1Y | +12.9% | +22.6% | -9.7% | -4.1% |
| 3Y | +56.8% | +74.7% | -17.9% | +1.1% |
| 5Y | +54.7% | +66.1% | -11.4% | +3.1% |
| 10Y | +198.0% | +225.0% | -27.0% | +37.3% |
| All | +235.9% | +267.4% | -31.6% | +48.3% |
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 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