+59.7%
SU vs VLTO
+21.6%
+38.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.9% |
| 7D | -4.3% | +1.5% | -5.8% | -4.1% |
| 30D | -6.2% | +20.9% | -27.1% | -4.1% |
| 3M | +9.7% | +21.4% | -11.7% | +12.3% |
| 6M | +7.3% | +37.6% | -30.3% | +10.7% |
| YTD | +58.7% | +19.5% | +39.2% | +63.3% |
| 1Y | +59.7% | +22.0% | +37.7% | +64.5% |
| All | +59.7% | +21.6% | +38.2% | +64.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling