+161.1%
VEA vs SU
+267.2%
-106.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.5% | +2.2% | -3.7% | -2.0% |
| 30D | -0.8% | +8.4% | -9.3% | -2.8% |
| 3M | +2.5% | +12.1% | -9.6% | -0.7% |
| 6M | +11.1% | +19.7% | -8.5% | +5.3% |
| YTD | +17.2% | +58.4% | -41.2% | +3.3% |
| 1Y | +24.5% | +67.2% | -42.7% | +8.1% |
| 3Y | +75.4% | +125.0% | -49.6% | +38.9% |
| 5Y | +61.1% | +355.1% | -294.0% | +2.5% |
| All | +161.1% | +267.2% | -106.1% | +67.0% |
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