+86.2%
SU vs VCLT
-3.2%
+89.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -3.5% |
| 7D | -7.1% | +0.4% | -7.5% | -6.7% |
| 30D | +4.8% | +3.9% | +0.8% | +8.7% |
| 3M | +12.5% | -1.9% | +14.4% | +10.5% |
| 6M | +6.5% | -2.6% | +9.1% | +4.3% |
| YTD | +65.8% | -3.1% | +68.9% | +62.1% |
| 1Y | +86.2% | -3.6% | +89.7% | +82.5% |
| All | +86.2% | -3.2% | +89.4% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling