-84.1%
SPXU price history and return analytics
+59.8%
-143.9%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.1% | -5.0% | -0.4% |
| 7D | +1.5% | -0.7% | +2.2% | +0.9% |
| 30D | +6.4% | -1.7% | +8.1% | +3.1% |
| 3M | +4.2% | -2.3% | +6.6% | +0.1% |
| 6M | -7.8% | +1.5% | -9.3% | +2.4% |
| YTD | -27.5% | +12.0% | -39.6% | +13.3% |
| 1Y | -27.1% | +12.9% | -40.0% | +17.7% |
| 3Y | -80.8% | +74.9% | -155.8% | +58.7% |
| 5Y | -84.1% | +59.9% | -144.0% | +52.6% |
| All | -84.1% | +59.8% | -143.9% | +52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling