+28.3%
SUPX vs VT
+53.8%
-25.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | 0.0% | +0.3% |
| 7D | +9.2% | -0.7% | +9.9% | +9.7% |
| 30D | -20.9% | -1.7% | -19.2% | -20.0% |
| 3M | -24.4% | -2.3% | -22.1% | -23.0% |
| 6M | -35.9% | +1.5% | -37.4% | -35.9% |
| YTD | -66.8% | +12.0% | -78.8% | -67.6% |
| 1Y | -89.3% | +12.9% | -102.2% | -89.6% |
| All | +28.3% | +53.8% | -25.5% | +34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling