+20.5%
SUSC vs VOO
+257.7%
-237.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.2% |
| 7D | -1.0% | -0.8% | -0.3% | -0.9% |
| 30D | -1.1% | -1.1% | 0.0% | -1.0% |
| 3M | -2.4% | +3.9% | -6.3% | -2.9% |
| 6M | -1.4% | +13.6% | -15.1% | -3.0% |
| YTD | -1.6% | +12.7% | -14.3% | -3.1% |
| 1Y | -1.4% | +17.6% | -19.0% | -3.5% |
| 3Y | +14.9% | +77.3% | -62.4% | +6.5% |
| 5Y | -2.8% | +84.1% | -87.0% | -10.9% |
| All | +20.5% | +257.7% | -237.2% | +4.9% |
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