-99.5%
SPXU price history and return analytics
+226.9%
-326.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | -0.7% |
| 7D | +6.4% | -2.0% | +8.4% | +0.1% |
| 30D | +5.9% | -1.4% | +7.4% | +1.8% |
| 3M | -11.7% | +4.7% | -16.4% | +3.8% |
| 6M | -28.7% | +11.4% | -40.0% | +4.7% |
| YTD | -26.4% | +13.1% | -39.4% | +14.8% |
| 1Y | -35.2% | +19.0% | -54.3% | +21.0% |
| 3Y | -79.8% | +73.9% | -153.7% | +59.0% |
| 5Y | -86.1% | +65.4% | -151.4% | +44.9% |
| All | -99.5% | +226.9% | -326.4% | -8.3% |
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