+144.8%
SUPN vs VT
+57.0%
+87.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | +13.6% | +2.4% | +11.3% | +13.7% |
| 30D | +12.1% | -1.5% | +13.6% | +12.0% |
| 3M | +0.2% | -4.1% | +4.3% | -0.1% |
| 6M | -0.1% | +0.6% | -0.7% | 0.0% |
| YTD | +6.8% | +11.0% | -4.3% | +7.6% |
| 1Y | +28.4% | +13.3% | +15.1% | +29.9% |
| 3Y | +143.5% | +73.4% | +70.1% | +194.5% |
| All | +144.8% | +57.0% | +87.7% | +239.7% |
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