+379.1%
V vs SU
+267.2%
+111.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -1.2% | +2.2% | -3.5% | -1.8% |
| 30D | +3.1% | +8.4% | -5.4% | +1.0% |
| 3M | +16.3% | +12.1% | +4.2% | +12.7% |
| 6M | +20.4% | +19.7% | +0.7% | +14.2% |
| YTD | +6.3% | +58.4% | -52.1% | -6.4% |
| 1Y | +8.7% | +67.2% | -58.5% | -5.7% |
| 3Y | +53.3% | +125.0% | -71.7% | +20.5% |
| 5Y | +71.1% | +355.1% | -284.0% | +5.6% |
| All | +379.1% | +267.2% | +111.9% | +196.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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