+243.6%
SU vs VOO
+802.4%
-558.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.5% |
| 7D | +1.7% | -2.0% | +3.6% | +3.8% |
| 30D | +9.6% | -1.7% | +11.3% | +11.4% |
| 3M | +11.7% | +4.7% | +7.0% | +5.7% |
| 6M | +21.9% | +12.6% | +9.4% | +5.8% |
| YTD | +58.6% | +11.8% | +46.9% | +38.5% |
| 1Y | +66.5% | +17.5% | +49.0% | +37.1% |
| 3Y | +121.4% | +77.0% | +44.4% | +13.1% |
| 5Y | +355.7% | +82.6% | +273.1% | +120.1% |
| 10Y | +264.2% | +320.0% | -55.8% | -36.2% |
| All | +243.6% | +802.4% | -558.8% | -80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling