+8.7%
SUZ vs VOO
+812.0%
-803.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.2% | +1.0% |
| 7D | +4.2% | +0.5% | +3.6% | +3.8% |
| 30D | +12.3% | -0.9% | +13.2% | +12.9% |
| 3M | +13.7% | +3.9% | +9.8% | +11.0% |
| 6M | -11.2% | +14.5% | -25.8% | -18.3% |
| YTD | -1.2% | +13.0% | -14.1% | -8.3% |
| 1Y | -3.3% | +19.4% | -22.8% | -13.4% |
| 3Y | +0.3% | +78.9% | -78.6% | -31.0% |
| 5Y | -12.1% | +82.3% | -94.3% | -40.6% |
| 10Y | +210.1% | +314.2% | -104.1% | +38.7% |
| All | +8.7% | +812.0% | -803.3% | -69.7% |
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 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