+166.9%
VEA vs SU
+147.6%
+19.2%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -2.1% | +1.7% | -3.7% | -2.6% |
| 30D | -1.1% | +9.6% | -10.7% | -4.1% |
| 3M | +5.1% | +11.7% | -6.7% | +0.7% |
| 6M | +9.8% | +21.9% | -12.1% | +1.4% |
| YTD | +15.9% | +58.6% | -42.7% | -2.2% |
| 1Y | +24.6% | +66.5% | -42.0% | +3.1% |
| 3Y | +75.5% | +121.4% | -45.9% | +28.8% |
| 5Y | +59.4% | +355.7% | -296.3% | -13.6% |
| 10Y | +160.3% | +264.2% | -103.9% | +35.6% |
| All | +166.9% | +147.6% | +19.2% | +17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling