-99.7%
SUGP vs VT
+62.3%
-162.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.7% |
| 7D | -0.3% | +1.0% | -1.3% | -0.7% |
| 30D | -68.8% | -0.2% | -68.5% | -68.8% |
| 3M | -86.3% | +4.5% | -90.8% | -86.6% |
| 6M | -97.5% | +14.1% | -111.5% | -97.8% |
| YTD | -97.9% | +14.8% | -112.6% | -98.1% |
| 1Y | -97.9% | +21.2% | -119.1% | -98.2% |
| All | -99.7% | +62.3% | -162.0% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling