+67.2%
SU vs VTEB
+0.4%
+66.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | +0.9% |
| 7D | +2.2% | -0.9% | +3.1% | -0.8% |
| 30D | +8.4% | -2.5% | +10.9% | -0.1% |
| 3M | +12.1% | -3.0% | +15.1% | +2.1% |
| 6M | +19.7% | -2.1% | +21.8% | +12.1% |
| YTD | +58.4% | -1.5% | +59.9% | +48.0% |
| 1Y | +67.2% | +0.2% | +67.1% | +58.1% |
| All | +67.2% | +0.4% | +66.9% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling