+179.4%
SPYU price history and return analytics
+66.3%
+113.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | +0.4% |
| 7D | -4.5% | -0.1% | -4.4% | -2.2% |
| 30D | -17.8% | -3.1% | -14.8% | -4.9% |
| 3M | -19.2% | -3.5% | -15.7% | -4.3% |
| 6M | -10.4% | +0.5% | -10.9% | -7.4% |
| YTD | +8.2% | +10.8% | -2.6% | -22.5% |
| 1Y | +4.5% | +11.9% | -7.4% | -27.5% |
| All | +179.4% | +66.3% | +113.1% | -43.9% |
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