+21.6%
SUSC vs VOO
+258.5%
-236.9%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | -0.5% | -0.9% | +0.5% | -0.3% |
| 3M | -0.7% | +3.9% | -4.5% | -1.2% |
| 6M | -1.2% | +14.5% | -15.7% | -2.9% |
| YTD | -0.7% | +13.0% | -13.6% | -2.2% |
| 1Y | 0.0% | +19.4% | -19.4% | -2.3% |
| 3Y | +15.8% | +78.9% | -63.1% | +7.2% |
| 5Y | -1.6% | +82.3% | -83.9% | -9.7% |
| All | +21.6% | +258.5% | -236.9% | +5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling