-79.8%
SPXU price history and return analytics
+74.2%
-154.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | -0.5% |
| 7D | +1.3% | -0.1% | +1.4% | +0.9% |
| 30D | +5.1% | -0.7% | +5.8% | +3.3% |
| 3M | -9.1% | +4.0% | -13.1% | +4.5% |
| 6M | -29.6% | +12.3% | -41.9% | +5.7% |
| YTD | -27.7% | +14.0% | -41.7% | +15.5% |
| 1Y | -37.0% | +20.3% | -57.3% | +21.9% |
| All | -79.8% | +74.2% | -154.0% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling