+27.5%
SUSB vs VOO
+256.3%
-228.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.4% | -0.1% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | +0.6% | -3.3% | +3.9% | +0.8% |
| 3M | -0.3% | -2.4% | +2.1% | -0.2% |
| 6M | +0.1% | +2.6% | -2.5% | 0.0% |
| YTD | +0.8% | +11.3% | -10.5% | +0.2% |
| 1Y | +1.6% | +13.4% | -11.9% | +0.9% |
| 3Y | +16.9% | +80.3% | -63.4% | +13.4% |
| 5Y | +12.1% | +72.7% | -60.6% | +8.6% |
| All | +27.5% | +256.3% | -228.8% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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