-51.4%
VG vs SU
+82.2%
-133.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | -22.0% | -13.4% | -8.6% | -5.9% |
| 30D | -11.6% | +0.9% | -12.5% | -12.3% |
| 3M | -14.9% | +12.8% | -27.6% | -27.2% |
| 6M | -3.5% | +8.3% | -11.8% | -12.0% |
| YTD | +70.0% | +58.2% | +11.8% | +3.3% |
| 1Y | +50.0% | +67.1% | -17.1% | -14.4% |
| All | -51.4% | +82.2% | -133.5% | -73.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling