-35.2%
SPXU price history and return analytics
+18.7%
-54.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | -0.4% |
| 7D | +6.4% | -2.0% | +8.4% | +0.9% |
| 30D | +5.9% | -1.4% | +7.4% | +2.3% |
| 3M | -11.7% | +4.7% | -16.4% | +1.9% |
| 6M | -28.7% | +11.4% | -40.0% | +0.5% |
| YTD | -26.4% | +13.1% | -39.4% | +10.6% |
| 1Y | -35.2% | +19.0% | -54.3% | +14.8% |
| All | -35.2% | +18.7% | -54.0% | +14.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling