+91.1%
SU vs VT
+346.0%
-254.9%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.7% |
| 7D | -13.4% | -2.3% | -11.1% | -11.1% |
| 30D | +0.9% | -5.0% | +5.8% | +7.0% |
| 3M | +12.8% | -4.9% | +17.6% | +18.9% |
| 6M | +8.3% | -1.5% | +9.8% | +8.3% |
| YTD | +58.2% | +8.5% | +49.7% | +37.7% |
| 1Y | +67.1% | +11.4% | +55.8% | +40.4% |
| 3Y | +125.6% | +70.1% | +55.5% | +7.7% |
| 5Y | +213.6% | +53.7% | +159.9% | +67.8% |
| 10Y | +234.7% | +220.0% | +14.7% | -29.9% |
| All | +91.1% | +346.0% | -254.9% | -76.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling