+338.3%
SU vs VEU
+55.0%
+283.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.2% | -0.9% |
| 7D | +2.2% | -1.4% | +3.7% | +3.2% |
| 30D | +8.4% | -0.4% | +8.9% | +8.6% |
| 3M | +12.1% | +2.5% | +9.6% | +9.4% |
| 6M | +19.7% | +11.1% | +8.5% | +8.1% |
| YTD | +58.4% | +16.5% | +41.9% | +36.5% |
| 1Y | +67.2% | +22.9% | +44.3% | +36.9% |
| 3Y | +125.0% | +73.4% | +51.6% | +30.2% |
| All | +338.3% | +55.0% | +283.3% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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