+248.5%
SU vs VT
+221.4%
+27.0%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.4% |
| 7D | -1.0% | +1.0% | -2.0% | -2.0% |
| 30D | +13.7% | -0.2% | +13.9% | +13.8% |
| 3M | +8.0% | +4.5% | +3.5% | +2.1% |
| 6M | +21.0% | +14.1% | +6.9% | +2.5% |
| YTD | +56.2% | +14.8% | +41.5% | +31.2% |
| 1Y | +72.2% | +21.2% | +51.0% | +35.3% |
| 3Y | +118.1% | +76.6% | +41.5% | +7.9% |
| 5Y | +350.3% | +66.6% | +283.7% | +138.3% |
| 10Y | +248.5% | +222.3% | +26.2% | -14.8% |
| All | +248.5% | +221.4% | +27.0% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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