+812.9%
VOO vs SU
+244.0%
+568.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.0% | +1.7% | -3.6% | -2.4% |
| 30D | -1.7% | +9.6% | -11.3% | -3.9% |
| 3M | +4.7% | +11.7% | -7.0% | +1.5% |
| 6M | +12.6% | +21.9% | -9.4% | +6.2% |
| YTD | +11.8% | +58.6% | -46.9% | -1.5% |
| 1Y | +17.5% | +66.5% | -49.0% | +2.1% |
| 3Y | +77.0% | +121.4% | -44.4% | +40.7% |
| 5Y | +82.6% | +355.7% | -273.1% | +16.0% |
| 10Y | +320.0% | +264.2% | +55.8% | +161.0% |
| All | +812.9% | +244.0% | +568.9% | +427.4% |
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