+785.8%
SU vs ITOT
+887.7%
-101.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -1.1% |
| 7D | +2.2% | -0.9% | +3.1% | +3.3% |
| 30D | +8.4% | -1.5% | +9.9% | +10.1% |
| 3M | +12.1% | +3.6% | +8.5% | +6.8% |
| 6M | +19.7% | +13.7% | +6.0% | +0.9% |
| YTD | +58.4% | +12.9% | +45.5% | +34.4% |
| 1Y | +67.2% | +17.2% | +50.1% | +35.2% |
| 3Y | +125.0% | +75.6% | +49.4% | +8.3% |
| 5Y | +355.1% | +75.5% | +279.6% | +112.9% |
| 10Y | +263.7% | +302.0% | -38.3% | -41.0% |
| All | +785.8% | +887.7% | -101.8% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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