+125.0%
SU vs VIG
+55.8%
+69.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.9% | -0.6% |
| 7D | +2.2% | -1.1% | +3.3% | +2.9% |
| 30D | +8.4% | -2.7% | +11.2% | +10.3% |
| 3M | +12.1% | +2.5% | +9.5% | +10.0% |
| 6M | +19.7% | +9.2% | +10.4% | +12.2% |
| YTD | +58.4% | +9.8% | +48.6% | +47.7% |
| 1Y | +67.2% | +12.4% | +54.8% | +52.9% |
| 3Y | +125.0% | +55.9% | +69.1% | +60.3% |
| All | +125.0% | +55.8% | +69.2% | +60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling