+138.9%
SU vs VLTO
+25.1%
+113.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +1.6% | -2.6% | +4.1% | +1.8% |
| 30D | +10.7% | -2.5% | +13.2% | +11.0% |
| 3M | +13.5% | +10.1% | +3.4% | +11.8% |
| 6M | +21.8% | +1.0% | +20.8% | +21.5% |
| YTD | +58.8% | -4.8% | +63.6% | +59.8% |
| 1Y | +72.0% | -9.3% | +81.4% | +74.6% |
| All | +138.9% | +25.1% | +113.8% | +127.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling