+265.2%
SU vs VO
+200.3%
+64.9%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.9% |
| 7D | +2.2% | -1.5% | +3.7% | +3.7% |
| 30D | +8.4% | -3.0% | +11.5% | +11.5% |
| 3M | +12.1% | +2.8% | +9.3% | +8.7% |
| 6M | +19.7% | +10.9% | +8.7% | +7.2% |
| YTD | +58.4% | +12.5% | +46.0% | +39.7% |
| 1Y | +67.2% | +12.0% | +55.3% | +47.7% |
| 3Y | +125.0% | +56.3% | +68.8% | +40.0% |
| 5Y | +355.1% | +42.9% | +312.1% | +205.5% |
| All | +265.2% | +200.3% | +64.9% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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