+338.3%
SU vs VTEB
+1.2%
+337.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +2.2% | -0.9% | +3.1% | +2.0% |
| 30D | +8.4% | -2.5% | +10.9% | +7.8% |
| 3M | +12.1% | -3.0% | +15.1% | +11.4% |
| 6M | +19.7% | -2.1% | +21.8% | +19.1% |
| YTD | +58.4% | -1.5% | +59.9% | +57.5% |
| 1Y | +67.2% | +0.2% | +67.1% | +66.1% |
| 3Y | +125.0% | +8.6% | +116.5% | +121.4% |
| All | +338.3% | +1.2% | +337.1% | +257.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling