-25.1%
VST vs SU
+62.8%
-87.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.8% | -0.1% | +1.6% |
| 7D | +10.9% | -4.3% | +15.2% | +11.3% |
| 30D | -15.6% | -6.2% | -9.4% | -14.9% |
| 3M | -7.8% | +9.7% | -17.5% | -6.7% |
| 6M | -12.0% | +7.3% | -19.3% | -10.9% |
| YTD | -16.9% | +58.7% | -75.6% | -23.2% |
| 1Y | -25.1% | +59.7% | -84.8% | -28.9% |
| All | -25.1% | +62.8% | -87.9% | -28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling