+54.7%
SPYQ price history and return analytics
+36.8%
+17.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | +0.6% |
| 7D | -3.9% | -2.0% | -1.9% | +0.1% |
| 30D | -3.7% | -1.4% | -2.3% | -0.8% |
| 3M | +7.0% | +4.7% | +2.2% | -2.7% |
| 6M | +20.3% | +11.4% | +8.9% | -4.0% |
| YTD | +17.0% | +13.1% | +3.9% | -9.7% |
| 1Y | +26.1% | +19.0% | +7.1% | -13.1% |
| All | +54.7% | +36.8% | +17.8% | -22.4% |
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