+224.8%
SU vs VEU
+188.7%
+36.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.4% | +2.6% |
| 7D | +1.6% | +0.3% | +1.3% | +1.2% |
| 30D | +10.7% | +0.7% | +10.1% | +9.7% |
| 3M | +13.5% | +4.7% | +8.8% | +6.2% |
| 6M | +21.8% | +11.6% | +10.2% | +3.3% |
| YTD | +58.8% | +16.8% | +42.0% | +27.0% |
| 1Y | +72.0% | +24.9% | +47.2% | +26.5% |
| 3Y | +121.7% | +75.7% | +46.0% | +6.1% |
| 5Y | +350.4% | +56.1% | +294.3% | +148.3% |
| 10Y | +264.7% | +153.6% | +111.1% | +18.5% |
| All | +224.8% | +188.7% | +36.1% | -6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling