+800.0%
VGT vs SU
+267.2%
+532.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -0.2% | +2.2% | -2.4% | -0.7% |
| 30D | -0.4% | +8.4% | -8.9% | -2.3% |
| 3M | +4.4% | +12.1% | -7.7% | +1.4% |
| 6M | +32.1% | +19.7% | +12.4% | +25.7% |
| YTD | +28.8% | +58.4% | -29.6% | +14.7% |
| 1Y | +35.3% | +67.2% | -31.9% | +18.8% |
| 3Y | +124.8% | +125.0% | -0.3% | +81.7% |
| 5Y | +137.9% | +355.1% | -217.1% | +58.6% |
| All | +800.0% | +267.2% | +532.7% | +536.6% |
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