-99.9%
SUGP vs VT
+57.0%
-156.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.3% | +7.2% | +7.1% |
| 7D | -21.7% | +2.4% | -24.0% | -22.3% |
| 30D | -38.2% | -1.5% | -36.7% | -37.8% |
| 3M | -89.7% | -4.1% | -85.6% | -89.6% |
| 6M | -98.9% | +0.6% | -99.5% | -98.9% |
| YTD | -99.3% | +11.0% | -110.4% | -99.4% |
| 1Y | -99.3% | +13.3% | -112.7% | -99.4% |
| All | -99.9% | +57.0% | -156.9% | -99.9% |
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