-100.0%
SPXU price history and return analytics
+552.1%
-652.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +0.4% |
| 7D | -7.6% | +2.4% | -9.9% | -0.9% |
| 30D | +5.3% | -1.5% | +6.8% | +3.1% |
| 3M | +9.6% | -4.1% | +13.8% | +0.3% |
| 6M | -4.5% | +0.6% | -5.1% | +2.7% |
| YTD | -25.9% | +11.0% | -36.9% | +9.7% |
| 1Y | -28.9% | +13.3% | -42.2% | +12.6% |
| 3Y | -80.5% | +73.4% | -153.9% | +33.7% |
| 5Y | -83.4% | +57.4% | -140.8% | +33.4% |
| 10Y | -99.5% | +221.7% | -321.2% | -29.1% |
| All | -100.0% | +552.1% | -652.1% | -83.3% |
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 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