+211.7%
SUSL vs VOO
+199.8%
+12.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.3% |
| 7D | +0.6% | +0.5% | +0.1% | +0.1% |
| 30D | -0.9% | -0.9% | +0.1% | 0.0% |
| 3M | +4.7% | +3.9% | +0.8% | +1.0% |
| 6M | +16.3% | +14.5% | +1.8% | +2.2% |
| YTD | +13.3% | +13.0% | +0.3% | +0.9% |
| 1Y | +22.3% | +19.4% | +2.9% | +3.3% |
| 3Y | +78.9% | +78.9% | 0.0% | +3.2% |
| 5Y | +83.3% | +82.3% | +1.0% | +4.0% |
| All | +211.7% | +199.8% | +12.0% | +16.2% |
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