+265.2%
SU vs VOO
+325.3%
-60.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.9% |
| 7D | +2.2% | -0.8% | +3.0% | +2.9% |
| 30D | +8.4% | -1.1% | +9.5% | +9.4% |
| 3M | +12.1% | +3.9% | +8.2% | +7.5% |
| 6M | +19.7% | +13.6% | +6.0% | +4.5% |
| YTD | +58.4% | +12.7% | +45.7% | +39.3% |
| 1Y | +67.2% | +17.6% | +49.7% | +40.6% |
| 3Y | +125.0% | +77.3% | +47.7% | +22.4% |
| 5Y | +355.1% | +84.1% | +270.9% | +134.2% |
| All | +265.2% | +325.3% | -60.1% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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