+214.5%
SUZ vs VOO
+325.3%
-110.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.3% |
| 7D | +2.1% | -0.8% | +2.8% | +2.6% |
| 30D | +16.7% | -1.1% | +17.8% | +17.5% |
| 3M | +14.8% | +3.9% | +11.0% | +11.8% |
| 6M | -11.7% | +13.6% | -25.3% | -19.1% |
| YTD | +0.2% | +12.7% | -12.5% | -7.8% |
| 1Y | -2.2% | +17.6% | -19.8% | -12.7% |
| 3Y | -2.3% | +77.3% | -79.7% | -35.9% |
| 5Y | -9.0% | +84.1% | -93.1% | -42.5% |
| All | +214.5% | +325.3% | -110.8% | +56.6% |
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