+234.4%
SPXT price history and return analytics
+244.8%
-10.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +0.4% |
| 7D | -0.1% | -4.2% | +4.0% | +3.1% |
| 30D | +1.7% | -5.8% | +7.5% | +6.3% |
| 3M | -1.2% | -5.2% | +4.1% | +2.9% |
| 6M | +3.1% | +0.1% | +2.9% | +2.5% |
| YTD | +7.5% | +8.2% | -0.7% | +0.5% |
| 1Y | +10.7% | +10.1% | +0.6% | +2.1% |
| 3Y | +61.9% | +69.7% | -7.8% | +6.7% |
| 5Y | +49.2% | +53.4% | -4.2% | +5.5% |
| 10Y | +200.6% | +219.2% | -18.6% | +44.0% |
| All | +234.4% | +244.8% | -10.4% | +54.9% |
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