+219.0%
SPYU price history and return analytics
+71.1%
+147.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | +0.7% |
| 7D | -1.9% | -0.1% | -1.7% | -1.3% |
| 30D | -7.8% | -0.7% | -7.1% | -5.1% |
| 3M | +5.6% | +4.0% | +1.6% | -7.8% |
| 6M | +34.6% | +12.3% | +22.3% | -11.6% |
| YTD | +23.6% | +14.0% | +9.5% | -23.1% |
| 1Y | +36.5% | +20.3% | +16.2% | -30.4% |
| All | +219.0% | +71.1% | +147.9% | -44.4% |
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