+86.2%
SU vs VIG
+19.5%
+66.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.1% | -6.6% | -3.8% |
| 7D | -7.1% | +2.7% | -9.8% | -6.2% |
| 30D | +4.8% | +7.0% | -2.3% | +6.8% |
| 3M | +12.5% | +4.0% | +8.5% | +14.0% |
| 6M | +6.5% | +12.3% | -5.8% | +8.8% |
| YTD | +65.8% | +16.4% | +49.4% | +70.5% |
| 1Y | +86.2% | +19.2% | +66.9% | +89.8% |
| All | +86.2% | +19.5% | +66.6% | +89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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