+125.2%
SU vs VLTO
+72.9%
+52.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.3% | +0.4% |
| 7D | -10.2% | +1.6% | -11.8% | -10.4% |
| 30D | -6.2% | +22.0% | -28.2% | -8.3% |
| 3M | +8.7% | +21.9% | -13.2% | +6.2% |
| 6M | +7.2% | +36.5% | -29.3% | +2.7% |
| YTD | +55.9% | +19.0% | +36.9% | +53.2% |
| 1Y | +60.4% | +21.0% | +39.4% | +56.8% |
| 3Y | +125.2% | +69.9% | +55.3% | +96.1% |
| All | +125.2% | +72.9% | +52.3% | +96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling